Flaharty Asset Management, LLC MDIV Holdings History
Flaharty Asset Management, LLC's Multi-Asset Diversified Income Index Fund Holding Summary
As of 2025-03-31, Flaharty Asset Management, LLC held 1.57 Mil shares of Multi-Asset Diversified Income Index Fund(MDIV), totaling $25.70 Mil. This investment constitutes 3.71% of their stock portfolio, and Flaharty Asset Management, LLC now holds 5.53% of the outstanding Multi-Asset Diversified Income Index Fund(MDIV) stock.
The initial trade took place in 2020Q2. And since then Flaharty Asset Management, LLC has made 18 purchases of MDIV, at an average price of $15.05, for a total of 1.84 Mil shares. In addition, there have been 2 sales at an average price of $15.66 for 269,764.00 shares. Based on historical transaction data and MDIV's current price of $15.92, Flaharty Asset Management, LLC's estimated gain on his MDIV holdings is $1.53 Mil, reflecting a 5.51% gain to date.
Flaharty Asset Management, LLC MDIV ($15.92) Holding Chart
Flaharty Asset Management, LLC MDIV ($15.92) 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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