LFA - Lugano Financial Advisors SA SUSA Holdings History
LFA - Lugano Financial Advisors SA's iShares ESG Optimized MSCI USA ETF Holding Summary
As of 2025-03-31, LFA - Lugano Financial Advisors SA held 47,846.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $5.50 Mil. This investment constitutes 3.74% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.17% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.
The initial trade took place in 2020Q1. And since then LFA - Lugano Financial Advisors SA has made 7 purchases of SUSA, at an average price of $76.36, for a total of 90,248.00 shares. In addition, there have been 6 sales at an average price of $94.82 for 42,402.00 shares. Based on historical transaction data and SUSA's current price of $128.10, LFA - Lugano Financial Advisors SA's estimated gain on his SUSA holdings is $3.26 Mil, reflecting a 47.27% gain to date.
LFA - Lugano Financial Advisors SA SUSA ($128.10) Holding Chart
LFA - Lugano Financial Advisors SA SUSA ($128.10) 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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