KARPAS STRATEGIES, LLC DUHP Holdings History
KARPAS STRATEGIES, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 98,381.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $3.15 Mil. This investment constitutes 0.99% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2023Q4. And since then KARPAS STRATEGIES, LLC has made 3 purchases of DUHP, at an average price of $28.61, for a total of 98,381.00 shares. Based on historical transaction data and DUHP's current price of $36.20, KARPAS STRATEGIES, LLC's estimated gain on his DUHP holdings is $746,492.80, reflecting a 26.52% gain to date.
KARPAS STRATEGIES, LLC DUHP ($36.20) Holding Chart
KARPAS STRATEGIES, LLC DUHP ($36.20) 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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