Kelly Financial Services LLC LQDW Holdings History
Kelly Financial Services LLC's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held - shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF(LQDW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kelly Financial Services LLC now holds 0% of the outstanding iShares Investment Grade Corporate Bond BuyWrite Strategy ETF(LQDW) stock.
The initial trade took place in 2023Q4. And since then Kelly Financial Services LLC has made 4 purchases of LQDW, at an average price of $28.61, for a total of 98,845.00 shares. In addition, there have been 2 sales at an average price of $26.49 for 98,845.00 shares. Based on historical transaction data and LQDW's current price of $25.46, Kelly Financial Services LLC's estimated gain on his LQDW holdings is $-209,741.93, reflecting a -7.42% gain to date.
Kelly Financial Services LLC LQDW ($25.46) Holding Chart
Kelly Financial Services LLC LQDW ($25.46) 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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