Number of Shares
173,860.00
Current Holdings Value*
$17.77 Mil
% of Portfolio
7.84%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
4.50%

Landmark Wealth Management, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 173,860.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $17.77 Mil. This investment constitutes 7.84% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.15% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 8 purchases of NOBL, at an average price of $92.79, for a total of 513,921.00 shares. In addition, there have been 5 sales at an average price of $93.36 for 340,061.00 shares. Based on historical transaction data and NOBL's current price of $104.04, Landmark Wealth Management, LLC's estimated gain on his NOBL holdings is $2.15 Mil, reflecting a 4.50% gain to date.

Landmark Wealth Management, LLC NOBL ($104.04) Holding Chart

Landmark Wealth Management, LLC NOBL ($104.04) 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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