Lowe Wealth Advisors, LLC INFL Holdings History
Lowe Wealth Advisors, LLC's Horizon Kinetics Inflation Beneficiaries ETF Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 245,118.00 shares of Horizon Kinetics Inflation Beneficiaries ETF(INFL), totaling $10.34 Mil. This investment constitutes 4.04% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.82% of the outstanding Horizon Kinetics Inflation Beneficiaries ETF(INFL) stock.
The initial trade took place in 2021Q3. And since then Lowe Wealth Advisors, LLC has made 16 purchases of INFL, at an average price of $31.70, for a total of 245,118.00 shares. Based on historical transaction data and INFL's current price of $41.43, Lowe Wealth Advisors, LLC's estimated gain on his INFL holdings is $2.39 Mil, reflecting a 30.70% gain to date.
Lowe Wealth Advisors, LLC INFL ($41.43) Holding Chart
Lowe Wealth Advisors, LLC INFL ($41.43) 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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