Olde Wealth Management, LLC ESG Holdings History
Olde Wealth Management, LLC's FlexShares STOXX US ESG Select Index Fund Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 67,373.00 shares of FlexShares STOXX US ESG Select Index Fund(ESG), totaling $9.05 Mil. This investment constitutes 3.19% of their stock portfolio, and Olde Wealth Management, LLC now holds 7.93% of the outstanding FlexShares STOXX US ESG Select Index Fund(ESG) stock.
The initial trade took place in 2021Q2. And since then Olde Wealth Management, LLC has made 5 purchases of ESG, at an average price of $100.84, for a total of 95,141.00 shares. In addition, there have been 11 sales at an average price of $126.68 for 27,768.00 shares. Based on historical transaction data and ESG's current price of $147.47, Olde Wealth Management, LLC's estimated gain on his ESG holdings is $3.86 Mil, reflecting a 40.22% gain to date.
Olde Wealth Management, LLC ESG ($147.47) Holding Chart
Olde Wealth Management, LLC ESG ($147.47) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
