Geometric Wealth Advisors XMAG Holdings History
Geometric Wealth Advisors's Defiance Large Cap ex-Mag 7 ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 24,306.00 shares of Defiance Large Cap ex-Mag 7 ETF(XMAG), totaling $478,830.00. This investment constitutes 0.08% of their stock portfolio, and Geometric Wealth Advisors now holds 1.47% of the outstanding Defiance Large Cap ex-Mag 7 ETF(XMAG) stock.
The initial trade took place in 2025Q1. And since then Geometric Wealth Advisors has made 1 purchases of XMAG, at an average price of $20.16, for a total of 24,306.00 shares. Based on historical transaction data and XMAG's current price of $21.31, Geometric Wealth Advisors's estimated gain on his XMAG holdings is $27,861.97, reflecting a 5.69% gain to date.
Geometric Wealth Advisors XMAG ($21.31) Holding Chart
Geometric Wealth Advisors XMAG ($21.31) 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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