MONEYWISE, INC. EUSM Holdings History

Number of Shares
222,365.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
2.71%
Total Estimate Gain
$434,741.94
% of Total Estimate Gain
8.04%

MONEYWISE, INC.'s Eventide US Market ETF Holding Summary

As of 2025-06-30, MONEYWISE, INC. held 222,365.00 shares of Eventide US Market ETF(EUSM), totaling $5.78 Mil. This investment constitutes 2.71% of their stock portfolio, and MONEYWISE, INC. now holds -% of the outstanding Eventide US Market ETF(EUSM) stock.

The initial trade took place in 2025Q1. And since then MONEYWISE, INC. has made 2 purchases of EUSM, at an average price of $24.31, for a total of 222,365.00 shares. Based on historical transaction data and EUSM's current price of $26.27, MONEYWISE, INC.'s estimated gain on his EUSM holdings is $434,741.94, reflecting a 8.04% gain to date.

MONEYWISE, INC. EUSM ($26.27) Holding Chart

MONEYWISE, INC. EUSM ($26.27) 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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