Lenox Wealth Advisors, LLC ACWV Holdings History
Lenox Wealth Advisors, LLC's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2022-03-31, Lenox Wealth Advisors, LLC held 982,560.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $105.13 Mil. This investment constitutes 13.22% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 2.08% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2018Q4. And since then Lenox Wealth Advisors, LLC has made 14 purchases of ACWV, at an average price of $87.14, for a total of 982,560.00 shares. Based on historical transaction data and ACWV's current price of $118.24, Lenox Wealth Advisors, LLC's estimated gain on his ACWV holdings is $30.56 Mil, reflecting a 35.69% gain to date.
Lenox Wealth Advisors, LLC ACWV ($118.24) Holding Chart
Lenox Wealth Advisors, LLC ACWV ($118.24) 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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