Number of Shares
102,075.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
3.3%
Total Estimate Gain
$428,715.00
% of Total Estimate Gain
5.89%

Intrepid Financial Planning Group LLC's AB US Low Volatility Equity ETF Holding Summary

As of 2025-03-31, Intrepid Financial Planning Group LLC held 102,075.00 shares of AB US Low Volatility Equity ETF(LOWV), totaling $7.12 Mil. This investment constitutes 3.3% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 6.42% of the outstanding AB US Low Volatility Equity ETF(LOWV) stock.

The initial trade took place in 2025Q1. And since then Intrepid Financial Planning Group LLC has made 1 purchases of LOWV, at an average price of $71.35, for a total of 102,075.00 shares. Based on historical transaction data and LOWV's current price of $75.55, Intrepid Financial Planning Group LLC's estimated gain on his LOWV holdings is $428,715.00, reflecting a 5.89% gain to date.

Intrepid Financial Planning Group LLC LOWV ($75.55) Holding Chart

Intrepid Financial Planning Group LLC LOWV ($75.55) 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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