Number of Shares
91,764.00
Current Holdings Value*
$8.31 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-1.02 Mil
% of Total Estimate Gain
-9.12%

Omega Financial Group, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary

As of 2025-03-31, Omega Financial Group, LLC held 91,764.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $8.31 Mil. This investment constitutes 3.19% of their stock portfolio, and Omega Financial Group, LLC now holds 0.06% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.

The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 20 purchases of EMB, at an average price of $99.95, for a total of 112,284.00 shares. In addition, there have been 5 sales at an average price of $86.74 for 20,520.00 shares. Based on historical transaction data and EMB's current price of $91.76, Omega Financial Group, LLC's estimated gain on his EMB holdings is $-1.02 Mil, reflecting a -9.12% gain to date.

Omega Financial Group, LLC EMB ($91.76) Holding Chart

Omega Financial Group, LLC EMB ($91.76) 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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