Number of Shares
279,815.00
Current Holdings Value*
$20.02 Mil
% of Portfolio
1.61%
Total Estimate Gain
$9.81 Mil
% of Total Estimate Gain
57.42%

Foster Victor Wealth Advisors, LLC's Nasdaq Inc Holding Summary

As of 2025-03-31, Foster Victor Wealth Advisors, LLC held 279,815.00 shares of Nasdaq Inc(NDAQ), totaling $20.02 Mil. This investment constitutes 1.61% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0.05% of the outstanding Nasdaq Inc(NDAQ) stock.

The initial trade took place in 2020Q2. And since then Foster Victor Wealth Advisors, LLC has made 18 purchases of NDAQ, at an average price of $55.50, for a total of 307,764.00 shares. In addition, there have been 2 sales at an average price of $66.98 for 27,949.00 shares. Based on historical transaction data and NDAQ's current price of $89.41, Foster Victor Wealth Advisors, LLC's estimated gain on his NDAQ holdings is $9.81 Mil, reflecting a 57.42% gain to date.

Foster Victor Wealth Advisors, LLC NDAQ ($89.41) Holding Chart

Foster Victor Wealth Advisors, LLC NDAQ ($89.41) 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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