Number of Shares
317,982.00
Current Holdings Value*
$13.89 Mil
% of Portfolio
3.33%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
13.89%

Madrona Financial Services, LLC's GLOBAL X FDS Holding Summary

As of 2025-06-30, Madrona Financial Services, LLC held 317,982.00 shares of GLOBAL X FDS(AIQ), totaling $13.89 Mil. This investment constitutes 3.33% of their stock portfolio, and Madrona Financial Services, LLC now holds 0.36% of the outstanding GLOBAL X FDS(AIQ) stock.

The initial trade took place in 2024Q3. And since then Madrona Financial Services, LLC has made 4 purchases of AIQ, at an average price of $38.79, for a total of 317,982.00 shares. Based on historical transaction data and AIQ's current price of $44.18, Madrona Financial Services, LLC's estimated gain on his AIQ holdings is $1.71 Mil, reflecting a 13.89% gain to date.

Madrona Financial Services, LLC AIQ ($44.18) Holding Chart

Madrona Financial Services, LLC AIQ ($44.18) 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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