LifeGoal Wealth Advisors LRGF Holdings History
LifeGoal Wealth Advisors's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, LifeGoal Wealth Advisors held 115,814.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $6.70 Mil. This investment constitutes 7.24% of their stock portfolio, and LifeGoal Wealth Advisors now holds 0.3% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2024Q4. And since then LifeGoal Wealth Advisors has made 1 purchases of LRGF, at an average price of $60.87, for a total of 115,814.00 shares. Based on historical transaction data and LRGF's current price of $64.56, LifeGoal Wealth Advisors's estimated gain on his LRGF holdings is $427,145.19, reflecting a 6.06% gain to date.
LifeGoal Wealth Advisors LRGF ($64.56) Holding Chart
LifeGoal Wealth Advisors LRGF ($64.56) 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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