Number of Shares
26,699.00
Current Holdings Value*
$688,840.00
% of Portfolio
0.15%
Total Estimate Gain
$21,217.70
% of Total Estimate Gain
3.15%

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 $25.99, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his DMAX holdings is $21,217.70, reflecting a 3.15% gain to date.

Elwood & Goetz Wealth Advisory Group, LLC DMAX ($25.99) Holding Chart

Elwood & Goetz Wealth Advisory Group, LLC DMAX ($25.99) 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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