FORM Wealth Advisors, LLC EMB Holdings History
Number of Shares
63,073.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
0.71%
Total Estimate Gain
$150,113.74
% of Total Estimate Gain
2.64%
FORM Wealth Advisors, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 63,073.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $5.84 Mil. This investment constitutes 0.71% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.04% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2025Q2. And since then FORM Wealth Advisors, LLC has made 1 purchases of EMB, at an average price of $90.04, for a total of 63,073.00 shares. Based on historical transaction data and EMB's current price of $92.42, FORM Wealth Advisors, LLC's estimated gain on his EMB holdings is $150,113.74, reflecting a 2.64% gain to date.
FORM Wealth Advisors, LLC EMB ($92.42) Holding Chart
FORM Wealth Advisors, LLC EMB ($92.42) 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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