Number of Shares
290,209.00
Current Holdings Value*
$9.23 Mil
% of Portfolio
7.22%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
18.76%

Lee Financial Group Hawaii, Inc.'s GLOBAL X FDS Holding Summary

As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 290,209.00 shares of GLOBAL X FDS(BOTZ), totaling $9.23 Mil. This investment constitutes 7.22% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding GLOBAL X FDS(BOTZ) stock.

The initial trade took place in 2023Q2. And since then Lee Financial Group Hawaii, Inc. has made 3 purchases of BOTZ, at an average price of $27.84, for a total of 293,766.00 shares. In addition, there have been 1 sales at an average price of $25.53 for 3,557.00 shares. Based on historical transaction data and BOTZ's current price of $33.16, Lee Financial Group Hawaii, Inc.'s estimated gain on his BOTZ holdings is $1.53 Mil, reflecting a 18.76% gain to date.

Lee Financial Group Hawaii, Inc. BOTZ ($33.16) Holding Chart

Lee Financial Group Hawaii, Inc. BOTZ ($33.16) 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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