Number of Shares
19,564.00
Current Holdings Value*
$1.34 Mil
% of Portfolio
1.12%
Total Estimate Gain
$162,900.00
% of Total Estimate Gain
12.34%

Dynamic Wealth Strategies, LLC's iShares MSCI Japan ETF Holding Summary

As of 2025-03-31, Dynamic Wealth Strategies, LLC held 19,564.00 shares of iShares MSCI Japan ETF(EWJ), totaling $1.34 Mil. This investment constitutes 1.12% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.01% of the outstanding iShares MSCI Japan ETF(EWJ) stock.

The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 4 purchases of EWJ, at an average price of $64.29, for a total of 20,527.00 shares. In addition, there have been 1 sales at an average price of $68.94 for 963.00 shares. Based on historical transaction data and EWJ's current price of $72.39, Dynamic Wealth Strategies, LLC's estimated gain on his EWJ holdings is $162,900.00, reflecting a 12.34% gain to date.

Dynamic Wealth Strategies, LLC EWJ ($72.39) Holding Chart

Dynamic Wealth Strategies, LLC EWJ ($72.39) 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 %

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