Number of Shares
82,750.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
2.15%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
43.90%

PRIMORIS WEALTH ADVISORS, LLC's Select STOXX Europe Aerospace & Defense ETF Holding Summary

As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 82,750.00 shares of Select STOXX Europe Aerospace & Defense ETF(EUAD), totaling $2.77 Mil. This investment constitutes 2.15% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.58% of the outstanding Select STOXX Europe Aerospace & Defense ETF(EUAD) stock.

The initial trade took place in 2025Q1. And since then PRIMORIS WEALTH ADVISORS, LLC has made 1 purchases of EUAD, at an average price of $29.43, for a total of 82,750.00 shares. Based on historical transaction data and EUAD's current price of $42.35, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his EUAD holdings is $1.07 Mil, reflecting a 43.90% gain to date.

PRIMORIS WEALTH ADVISORS, LLC EUAD ($42.35) Holding Chart

PRIMORIS WEALTH ADVISORS, LLC EUAD ($42.35) 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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