Number of Shares
34,849.00
Current Holdings Value*
$2.43 Mil
% of Portfolio
1.21%
Total Estimate Gain
$6.58 Mil
% of Total Estimate Gain
14.86%

New England Professional Planning Group Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, New England Professional Planning Group Inc. held 34,849.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $2.43 Mil. This investment constitutes 1.21% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2018Q3. And since then New England Professional Planning Group Inc. has made 16 purchases of IXUS, at an average price of $60.41, for a total of 732,798.00 shares. In addition, there have been 7 sales at an average price of $68.96 for 697,949.00 shares. Based on historical transaction data and IXUS's current price of $77.90, New England Professional Planning Group Inc.'s estimated gain on his IXUS holdings is $6.58 Mil, reflecting a 14.86% gain to date.

New England Professional Planning Group Inc. IXUS ($77.90) Holding Chart

New England Professional Planning Group Inc. IXUS ($77.90) 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 %

Top Ranked Articles

  • 1