HARVEST GROUP WEALTH MANAGEMENT, LLC IXUS Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 150,873.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $9.35 Mil. This investment constitutes 5.81% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2022Q1. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 4 purchases of IXUS, at an average price of $67.13, for a total of 158,444.00 shares. In addition, there have been 1 sales at an average price of $60.92 for 7,571.00 shares. Based on historical transaction data and IXUS's current price of $77.34, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his IXUS holdings is $1.49 Mil, reflecting a 14.05% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC IXUS ($77.34) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC IXUS ($77.34) 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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