Number of Shares
1,752.00
Current Holdings Value*
$230,770.00
% of Portfolio
0.16%
Total Estimate Gain
$-29,936.87
% of Total Estimate Gain
-4.78%

Monument Group Wealth Advisors, LLC's Globe Life Inc Holding Summary

As of 2025-03-31, Monument Group Wealth Advisors, LLC held 1,752.00 shares of Globe Life Inc(GL), totaling $230,770.00. This investment constitutes 0.16% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Globe Life Inc(GL) stock.

The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of GL, at an average price of $119.16, for a total of 5,257.00 shares. In addition, there have been 2 sales at an average price of $102.61 for 3,505.00 shares. Based on historical transaction data and GL's current price of $135.18, Monument Group Wealth Advisors, LLC's estimated gain on his GL holdings is $-29,936.87, reflecting a -4.78% gain to date.

Monument Group Wealth Advisors, LLC GL ($135.18) Holding Chart

Monument Group Wealth Advisors, LLC GL ($135.18) 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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