Marks Wealth, LLC ITA Holdings History
Marks Wealth, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 81,901.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $12.54 Mil. This investment constitutes 4.6% of their stock portfolio, and Marks Wealth, LLC now holds 0.2% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2025Q1. And since then Marks Wealth, LLC has made 1 purchases of ITA, at an average price of $152.74, for a total of 81,901.00 shares. Based on historical transaction data and ITA's current price of $193.64, Marks Wealth, LLC's estimated gain on his ITA holdings is $3.35 Mil, reflecting a 26.78% gain to date.
Marks Wealth, LLC ITA ($193.64) Holding Chart
Marks Wealth, LLC ITA ($193.64) 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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