Number of Shares
182,956.00
Current Holdings Value*
$12.77 Mil
% of Portfolio
1.61%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
21.30%

LODESTAR PRIVATE ASSET MANAGEMENT LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 182,956.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $12.77 Mil. This investment constitutes 1.61% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 9 purchases of IXUS, at an average price of $63.34, for a total of 182,956.00 shares. Based on historical transaction data and IXUS's current price of $76.83, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his IXUS holdings is $2.47 Mil, reflecting a 21.30% gain to date.

LODESTAR PRIVATE ASSET MANAGEMENT LLC IXUS ($76.83) Holding Chart

LODESTAR PRIVATE ASSET MANAGEMENT LLC IXUS ($76.83) 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 %

Top Ranked Articles

  • 1