Laurel Wealth Planning LLC IFRA Holdings History
Laurel Wealth Planning LLC's iShares U.S. Infrastructure ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 198,104.00 shares of iShares U.S. Infrastructure ETF(IFRA), totaling $8.93 Mil. This investment constitutes 5.93% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.4% of the outstanding iShares U.S. Infrastructure ETF(IFRA) stock.
The initial trade took place in 2021Q4. And since then Laurel Wealth Planning LLC has made 10 purchases of IFRA, at an average price of $38.17, for a total of 219,918.00 shares. In addition, there have been 4 sales at an average price of $44.44 for 21,814.00 shares. Based on historical transaction data and IFRA's current price of $50.58, Laurel Wealth Planning LLC's estimated gain on his IFRA holdings is $2.59 Mil, reflecting a 30.91% gain to date.
Laurel Wealth Planning LLC IFRA ($50.58) Holding Chart
Laurel Wealth Planning LLC IFRA ($50.58) 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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