Number of Shares
4,122.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
1.8%
Total Estimate Gain
$846,845.17
% of Total Estimate Gain
34.46%

EAGLE WEALTH STRATEGIES LLC's Eli Lilly and Co Holding Summary

As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 4,122.00 shares of Eli Lilly and Co(LLY), totaling $3.21 Mil. This investment constitutes 1.8% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 5 purchases of LLY, at an average price of $592.38, for a total of 4,149.00 shares. In addition, there have been 1 sales at an average price of $777.85 for 27.00 shares. Based on historical transaction data and LLY's current price of $796.62, EAGLE WEALTH STRATEGIES LLC's estimated gain on his LLY holdings is $846,845.17, reflecting a 34.46% gain to date.

EAGLE WEALTH STRATEGIES LLC LLY ($796.62) Holding Chart

EAGLE WEALTH STRATEGIES LLC LLY ($796.62) 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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