Number of Shares
137,635.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
0.27%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
10.66%

HighPoint Advisor Group LLC's Zurn Elkay Water Solutions Corp Holding Summary

As of 2025-03-31, HighPoint Advisor Group LLC held 137,635.00 shares of Zurn Elkay Water Solutions Corp(ZWS), totaling $4.70 Mil. This investment constitutes 0.27% of their stock portfolio, and HighPoint Advisor Group LLC now holds 0.08% of the outstanding Zurn Elkay Water Solutions Corp(ZWS) stock.

The initial trade took place in 2023Q4. And since then HighPoint Advisor Group LLC has made 2 purchases of ZWS, at an average price of $32.86, for a total of 298,978.00 shares. In addition, there have been 2 sales at an average price of $35.38 for 161,343.00 shares. Based on historical transaction data and ZWS's current price of $37.51, HighPoint Advisor Group LLC's estimated gain on his ZWS holdings is $1.05 Mil, reflecting a 10.66% gain to date.

HighPoint Advisor Group LLC ZWS ($37.51) Holding Chart

HighPoint Advisor Group LLC ZWS ($37.51) 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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