Number of Shares
284,556.00
Current Holdings Value*
$20.69 Mil
% of Portfolio
4.31%
Total Estimate Gain
$10.77 Mil
% of Total Estimate Gain
66.40%

EXECUTIVE WEALTH GROUP LLC's iShares Global Tech ETF Holding Summary

As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 284,556.00 shares of iShares Global Tech ETF(IXN), totaling $20.69 Mil. This investment constitutes 4.31% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding iShares Global Tech ETF(IXN) stock.

The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 5 purchases of IXN, at an average price of $56.46, for a total of 287,187.00 shares. In addition, there have been 7 sales at an average price of $56.32 for 2,631.00 shares. Based on historical transaction data and IXN's current price of $94.29, EXECUTIVE WEALTH GROUP LLC's estimated gain on his IXN holdings is $10.77 Mil, reflecting a 66.40% gain to date.

EXECUTIVE WEALTH GROUP LLC IXN ($94.29) Holding Chart

EXECUTIVE WEALTH GROUP LLC IXN ($94.29) 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