Gradient Capital Advisors, LLC FEZ Holdings History
Number of Shares
18,404.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.32%
Total Estimate Gain
$97,284.49
% of Total Estimate Gain
9.76%
Gradient Capital Advisors, LLC's SPDR EURO Stoxx 50 ETF Holding Summary
As of 2025-06-30, Gradient Capital Advisors, LLC held 18,404.00 shares of SPDR EURO Stoxx 50 ETF(FEZ), totaling $1.10 Mil. This investment constitutes 0.32% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.02% of the outstanding SPDR EURO Stoxx 50 ETF(FEZ) stock.
The initial trade took place in 2025Q1. And since then Gradient Capital Advisors, LLC has made 2 purchases of FEZ, at an average price of $54.16, for a total of 18,404.00 shares. Based on historical transaction data and FEZ's current price of $59.45, Gradient Capital Advisors, LLC's estimated gain on his FEZ holdings is $97,284.49, reflecting a 9.76% gain to date.
Gradient Capital Advisors, LLC FEZ ($59.45) Holding Chart
Gradient Capital Advisors, LLC FEZ ($59.45) 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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