Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$40,795.09
% of Total Estimate Gain
9.88%

Kellett Wealth Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Kellett Wealth Advisors, LLC held - shares of Meta Platforms Inc(META), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2024Q4. And since then Kellett Wealth Advisors, LLC has made 1 purchases of META, at an average price of $587.14, for a total of 703.00 shares. In addition, there have been 1 sales at an average price of $645.17 for 703.00 shares. Based on historical transaction data and META's current price of $713.58, Kellett Wealth Advisors, LLC's estimated gain on his META holdings is $40,795.09, reflecting a 9.88% gain to date.

Kellett Wealth Advisors, LLC META ($713.58) Holding Chart

Kellett Wealth Advisors, LLC META ($713.58) 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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