Number of Shares
330,957.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
4.02%
Total Estimate Gain
$761,201.10
% of Total Estimate Gain
8.38%

Landmark Wealth Management, LLC's NYLI FTSE International Equity Currency Neutral ETF Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 330,957.00 shares of NYLI FTSE International Equity Currency Neutral ETF(HFXI), totaling $9.11 Mil. This investment constitutes 4.02% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.9% of the outstanding NYLI FTSE International Equity Currency Neutral ETF(HFXI) stock.

The initial trade took place in 2025Q1. And since then Landmark Wealth Management, LLC has made 1 purchases of HFXI, at an average price of $27.44, for a total of 330,957.00 shares. Based on historical transaction data and HFXI's current price of $29.74, Landmark Wealth Management, LLC's estimated gain on his HFXI holdings is $761,201.10, reflecting a 8.38% gain to date.

Landmark Wealth Management, LLC HFXI ($29.74) Holding Chart

Landmark Wealth Management, LLC HFXI ($29.74) 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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