HERBST GROUP, LLC SHLD Holdings History

Number of Shares
55,513.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
1.83%
Total Estimate Gain
$967,036.46
% of Total Estimate Gain
41.11%

HERBST GROUP, LLC's Global X Defense Tech ETF Holding Summary

As of 2025-03-31, HERBST GROUP, LLC held 55,513.00 shares of Global X Defense Tech ETF(SHLD), totaling $2.58 Mil. This investment constitutes 1.83% of their stock portfolio, and HERBST GROUP, LLC now holds 0.2% of the outstanding Global X Defense Tech ETF(SHLD) stock.

The initial trade took place in 2025Q1. And since then HERBST GROUP, LLC has made 1 purchases of SHLD, at an average price of $42.37, for a total of 55,513.00 shares. Based on historical transaction data and SHLD's current price of $59.79, HERBST GROUP, LLC's estimated gain on his SHLD holdings is $967,036.46, reflecting a 41.11% gain to date.

HERBST GROUP, LLC SHLD ($59.79) Holding Chart

HERBST GROUP, LLC SHLD ($59.79) 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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