FISCHER INVESTMENT STRATEGIES, LLC URTH Holdings History
Number of Shares
46,713.00
Current Holdings Value*
$7.16 Mil
% of Portfolio
5.27%
Total Estimate Gain
$616,611.60
% of Total Estimate Gain
8.34%
FISCHER INVESTMENT STRATEGIES, LLC's iShares MSCI World ETF Holding Summary
As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 46,713.00 shares of iShares MSCI World ETF(URTH), totaling $7.16 Mil. This investment constitutes 5.27% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.16% of the outstanding iShares MSCI World ETF(URTH) stock.
The initial trade took place in 2025Q1. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 1 purchases of URTH, at an average price of $158.32, for a total of 46,713.00 shares. Based on historical transaction data and URTH's current price of $171.52, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his URTH holdings is $616,611.60, reflecting a 8.34% gain to date.
FISCHER INVESTMENT STRATEGIES, LLC URTH ($171.52) Holding Chart
FISCHER INVESTMENT STRATEGIES, LLC URTH ($171.52) 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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