Number of Shares
24,292.00
Current Holdings Value*
$843,200.00
% of Portfolio
2.73%
Total Estimate Gain
$109,357.03
% of Total Estimate Gain
10.37%

Independence Asset Advisors, LLC's Natixis Loomis Sayles Focused Growth ETF Holding Summary

As of 2025-03-31, Independence Asset Advisors, LLC held 24,292.00 shares of Natixis Loomis Sayles Focused Growth ETF(LSGR), totaling $843,200.00. This investment constitutes 2.73% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.27% of the outstanding Natixis Loomis Sayles Focused Growth ETF(LSGR) stock.

The initial trade took place in 2024Q4. And since then Independence Asset Advisors, LLC has made 1 purchases of LSGR, at an average price of $37.93, for a total of 27,791.00 shares. In addition, there have been 1 sales at an average price of $38.22 for 3,499.00 shares. Based on historical transaction data and LSGR's current price of $42.39, Independence Asset Advisors, LLC's estimated gain on his LSGR holdings is $109,357.03, reflecting a 10.37% gain to date.

Independence Asset Advisors, LLC LSGR ($42.39) Holding Chart

Independence Asset Advisors, LLC LSGR ($42.39) 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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