PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VRT Holdings History
Number of Shares
67,388.00
Current Holdings Value*
$4.87 Mil
% of Portfolio
1.3%
Total Estimate Gain
$962,300.64
% of Total Estimate Gain
13.42%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Vertiv Holdings Co Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 67,388.00 shares of Vertiv Holdings Co(VRT), totaling $4.87 Mil. This investment constitutes 1.3% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Vertiv Holdings Co(VRT) stock.
The initial trade took place in 2025Q1. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 1 purchases of VRT, at an average price of $106.44, for a total of 67,388.00 shares. Based on historical transaction data and VRT's current price of $120.72, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his VRT holdings is $962,300.64, reflecting a 13.42% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VRT ($120.72) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VRT ($120.72) 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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