Evolution Wealth Advisors, LLC IBB Holdings History
Evolution Wealth Advisors, LLC's iShares Biotechnology ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 5,753.00 shares of iShares Biotechnology ETF(IBB), totaling $735,750.00. This investment constitutes 0.12% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Biotechnology ETF(IBB) stock.
The initial trade took place in 2019Q4. And since then Evolution Wealth Advisors, LLC has made 11 purchases of IBB, at an average price of $126.28, for a total of 28,839.00 shares. In addition, there have been 7 sales at an average price of $134.55 for 23,086.00 shares. Based on historical transaction data and IBB's current price of $129.81, Evolution Wealth Advisors, LLC's estimated gain on his IBB holdings is $211,121.16, reflecting a 5.80% gain to date.
Evolution Wealth Advisors, LLC IBB ($129.81) Holding Chart
Evolution Wealth Advisors, LLC IBB ($129.81) 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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