Drake & Associates, LLC ACWI Holdings History
Drake & Associates, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Drake & Associates, LLC held 175,762.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $20.46 Mil. This investment constitutes 5.75% of their stock portfolio, and Drake & Associates, LLC now holds 0.1% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 11 purchases of ACWI, at an average price of $94.40, for a total of 175,762.00 shares. Based on historical transaction data and ACWI's current price of $130.35, Drake & Associates, LLC's estimated gain on his ACWI holdings is $6.32 Mil, reflecting a 38.08% gain to date.
Drake & Associates, LLC ACWI ($130.35) Holding Chart
Drake & Associates, LLC ACWI ($130.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
