Number of Shares
78,089.00
Current Holdings Value*
$7.98 Mil
% of Portfolio
3.65%
Total Estimate Gain
$5.18 Mil
% of Total Estimate Gain
7.14%

Joseph P. Lucia & Associates, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 78,089.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $7.98 Mil. This investment constitutes 3.65% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.07% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 20 purchases of NOBL, at an average price of $65.98, for a total of 1.10 Mil shares. In addition, there have been 4 sales at an average price of $68.10 for 1.02 Mil shares. Based on historical transaction data and NOBL's current price of $104.57, Joseph P. Lucia & Associates, LLC's estimated gain on his NOBL holdings is $5.18 Mil, reflecting a 7.14% gain to date.

Joseph P. Lucia & Associates, LLC NOBL ($104.57) Holding Chart

Joseph P. Lucia & Associates, LLC NOBL ($104.57) 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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