Endowment Wealth Management, Inc. IUSG Holdings History
Endowment Wealth Management, Inc.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 35,660.00 shares of ISHARES TRUST(IUSG), totaling $4.53 Mil. This investment constitutes 2.92% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.02% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 13 purchases of IUSG, at an average price of $115.23, for a total of 35,660.00 shares. Based on historical transaction data and IUSG's current price of $153.50, Endowment Wealth Management, Inc.'s estimated gain on his IUSG holdings is $1.36 Mil, reflecting a 33.21% gain to date.
Endowment Wealth Management, Inc. IUSG ($153.50) Holding Chart
Endowment Wealth Management, Inc. IUSG ($153.50) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
