IAM Advisory, LLC AIQ Holdings History
Number of Shares
80,828.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
0.85%
Total Estimate Gain
$407,363.36
% of Total Estimate Gain
12.79%
IAM Advisory, LLC's GLOBAL X FDS Holding Summary
As of 2025-06-30, IAM Advisory, LLC held 80,828.00 shares of GLOBAL X FDS(AIQ), totaling $3.53 Mil. This investment constitutes 0.85% of their stock portfolio, and IAM Advisory, LLC now holds 0.1% of the outstanding GLOBAL X FDS(AIQ) stock.
The initial trade took place in 2025Q1. And since then IAM Advisory, LLC has made 1 purchases of AIQ, at an average price of $39.39, for a total of 80,844.00 shares. In addition, there have been 1 sales at an average price of $38.78 for 16.00 shares. Based on historical transaction data and AIQ's current price of $44.43, IAM Advisory, LLC's estimated gain on his AIQ holdings is $407,363.36, reflecting a 12.79% gain to date.
IAM Advisory, LLC AIQ ($44.43) Holding Chart
IAM Advisory, LLC AIQ ($44.43) 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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