FOCUS Wealth Advisors, LLC ITA Holdings History
FOCUS Wealth Advisors, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 36,253.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $6.84 Mil. This investment constitutes 3.55% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.08% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2023Q2. And since then FOCUS Wealth Advisors, LLC has made 4 purchases of ITA, at an average price of $114.85, for a total of 37,892.00 shares. In addition, there have been 5 sales at an average price of $147.60 for 1,639.00 shares. Based on historical transaction data and ITA's current price of $196.89, FOCUS Wealth Advisors, LLC's estimated gain on his ITA holdings is $3.03 Mil, reflecting a 69.58% gain to date.
FOCUS Wealth Advisors, LLC ITA ($196.89) Holding Chart
FOCUS Wealth Advisors, LLC ITA ($196.89) 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
