Number of Shares
85,424.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.29%
Total Estimate Gain
$-35.58
% of Total Estimate Gain
-0.00%

ICA Group Wealth Management, LLC's PowerShares Variable Rate Investment Grade Portfol Holding Summary

As of 2024-06-30, ICA Group Wealth Management, LLC held 85,424.00 shares of PowerShares Variable Rate Investment Grade Portfol(VRIG), totaling $2.15 Mil. This investment constitutes 1.29% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding PowerShares Variable Rate Investment Grade Portfol(VRIG) stock.

The initial trade took place in 2023Q4. And since then ICA Group Wealth Management, LLC has made 2 purchases of VRIG, at an average price of $25.12, for a total of 87,225.00 shares. In addition, there have been 1 sales at an average price of $25.09 for 1,801.00 shares. Based on historical transaction data and VRIG's current price of $25.12, ICA Group Wealth Management, LLC's estimated gain on his VRIG holdings is $-35.58, reflecting a -0.00% gain to date.

ICA Group Wealth Management, LLC VRIG ($25.12) Holding Chart

ICA Group Wealth Management, LLC VRIG ($25.12) 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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