Elwood & Goetz Wealth Advisory Group, LLC DMAX Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's iShares Large Cap Max Buffer Dec ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 26,699.00 shares of iShares Large Cap Max Buffer Dec ETF(DMAX), totaling $688,840.00. This investment constitutes 0.15% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.77% of the outstanding iShares Large Cap Max Buffer Dec ETF(DMAX) stock.
The initial trade took place in 2025Q2. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 1 purchases of DMAX, at an average price of $25.20, for a total of 26,699.00 shares. Based on historical transaction data and DMAX's current price of $26.03, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his DMAX holdings is $22,026.68, reflecting a 3.27% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC DMAX ($26.03) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC DMAX ($26.03) 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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