Number of Shares
5,504.00
Current Holdings Value*
$207,050.00
% of Portfolio
0.05%
Total Estimate Gain
$-962,046.66
% of Total Estimate Gain
-9.41%

Financial Strategies Group, Inc.'s iShares J.P. Morgan EM Local Currency Bond ETF Holding Summary

As of 2025-03-31, Financial Strategies Group, Inc. held 5,504.00 shares of iShares J.P. Morgan EM Local Currency Bond ETF(LEMB), totaling $207,050.00. This investment constitutes 0.05% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.07% of the outstanding iShares J.P. Morgan EM Local Currency Bond ETF(LEMB) stock.

The initial trade took place in 2019Q4. And since then Financial Strategies Group, Inc. has made 18 purchases of LEMB, at an average price of $40.83, for a total of 250,432.00 shares. In addition, there have been 3 sales at an average price of $36.92 for 244,928.00 shares. Based on historical transaction data and LEMB's current price of $40.38, Financial Strategies Group, Inc.'s estimated gain on his LEMB holdings is $-962,046.66, reflecting a -9.41% gain to date.

Financial Strategies Group, Inc. LEMB ($40.38) Holding Chart

Financial Strategies Group, Inc. LEMB ($40.38) 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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