Number of Shares
8,882.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.8%
Total Estimate Gain
$559,869.83
% of Total Estimate Gain
37.45%

Epic Trust Investment Advisors, LLC's Alphabet Inc Holding Summary

As of 2024-06-30, Epic Trust Investment Advisors, LLC held 8,882.00 shares of Alphabet Inc(GOOGL), totaling $1.62 Mil. This investment constitutes 1.8% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2022Q1. And since then Epic Trust Investment Advisors, LLC has made 5 purchases of GOOGL, at an average price of $116.18, for a total of 12,869.00 shares. In addition, there have been 5 sales at an average price of $106.98 for 3,987.00 shares. Based on historical transaction data and GOOGL's current price of $183.35, Epic Trust Investment Advisors, LLC's estimated gain on his GOOGL holdings is $559,869.83, reflecting a 37.45% gain to date.

Epic Trust Investment Advisors, LLC GOOGL ($183.35) Holding Chart

Epic Trust Investment Advisors, LLC GOOGL ($183.35) 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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