James Reed Financial Services, Inc. AIQ Holdings History
Number of Shares
23,517.00
Current Holdings Value*
$855,550.00
% of Portfolio
0.95%
Total Estimate Gain
$97,595.55
% of Total Estimate Gain
10.54%
James Reed Financial Services, Inc.'s GLOBAL X FDS Holding Summary
As of 2025-03-31, James Reed Financial Services, Inc. held 23,517.00 shares of GLOBAL X FDS(AIQ), totaling $855,550.00. This investment constitutes 0.95% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0.03% of the outstanding GLOBAL X FDS(AIQ) stock.
The initial trade took place in 2025Q1. And since then James Reed Financial Services, Inc. has made 1 purchases of AIQ, at an average price of $39.39, for a total of 23,517.00 shares. Based on historical transaction data and AIQ's current price of $43.54, James Reed Financial Services, Inc.'s estimated gain on his AIQ holdings is $97,595.55, reflecting a 10.54% gain to date.
James Reed Financial Services, Inc. AIQ ($43.54) Holding Chart
James Reed Financial Services, Inc. AIQ ($43.54) 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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