Forefront Wealth Partners, LLC IUSV Holdings History
Forefront Wealth Partners, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 49,383.00 shares of ISHARES TRUST(IUSV), totaling $4.56 Mil. This investment constitutes 3.1% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0.02% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.85 for 686.00 shares. Based on historical transaction data and IUSV's current price of $93.22, Forefront Wealth Partners, LLC's estimated gain on his IUSV holdings is $-148,773.44, reflecting a -3.09% gain to date.
Forefront Wealth Partners, LLC IUSV ($93.22) Holding Chart
Forefront Wealth Partners, LLC IUSV ($93.22) 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
