Number of Shares
3,431.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
1.42%
Total Estimate Gain
$748,016.81
% of Total Estimate Gain
23.27%

Optimist Retirement Group LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 3,431.00 shares of Eli Lilly and Co(LLY), totaling $2.83 Mil. This investment constitutes 1.42% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 3 purchases of LLY, at an average price of $629.47, for a total of 5,106.00 shares. In addition, there have been 2 sales at an average price of $733.69 for 1,675.00 shares. Based on historical transaction data and LLY's current price of $796.60, Optimist Retirement Group LLC's estimated gain on his LLY holdings is $748,016.81, reflecting a 23.27% gain to date.

Optimist Retirement Group LLC LLY ($796.60) Holding Chart

Optimist Retirement Group LLC LLY ($796.60) 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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