HERITAGE WEALTH MANAGEMENT, LLC EMB Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 50,355.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $4.46 Mil. This investment constitutes 2.47% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of EMB, at an average price of $92.83, for a total of 201,374.00 shares. In addition, there have been 3 sales at an average price of $84.49 for 151,019.00 shares. Based on historical transaction data and EMB's current price of $92.42, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his EMB holdings is $-1.28 Mil, reflecting a -6.85% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC EMB ($92.42) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC EMB ($92.42) 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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