Number of Shares
140,306.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
4.15%
Total Estimate Gain
$5.37 Mil
% of Total Estimate Gain
54.38%

Ledge Wealth Management, Inc.'s American Century U.S. Quality Growth ETF Holding Summary

As of 2023-12-31, Ledge Wealth Management, Inc. held 140,306.00 shares of American Century U.S. Quality Growth ETF(QGRO), totaling $10.67 Mil. This investment constitutes 4.15% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 2.17% of the outstanding American Century U.S. Quality Growth ETF(QGRO) stock.

The initial trade took place in 2023Q4. And since then Ledge Wealth Management, Inc. has made 1 purchases of QGRO, at an average price of $70.37, for a total of 140,306.00 shares. Based on historical transaction data and QGRO's current price of $108.64, Ledge Wealth Management, Inc.'s estimated gain on his QGRO holdings is $5.37 Mil, reflecting a 54.38% gain to date.

Ledge Wealth Management, Inc. QGRO ($108.64) Holding Chart

Ledge Wealth Management, Inc. QGRO ($108.64) 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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