Pasadena Private Wealth, LLC GUNR Holdings History
Pasadena Private Wealth, LLC's FlexShares Global Upstream Natural Resources Index Fund Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 130,366.00 shares of FlexShares Global Upstream Natural Resources Index Fund(GUNR), totaling $5.06 Mil. This investment constitutes 0.97% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.11% of the outstanding FlexShares Global Upstream Natural Resources Index Fund(GUNR) stock.
The initial trade took place in 2020Q2. And since then Pasadena Private Wealth, LLC has made 14 purchases of GUNR, at an average price of $34.78, for a total of 555,699.00 shares. In addition, there have been 5 sales at an average price of $39.86 for 425,333.00 shares. Based on historical transaction data and GUNR's current price of $40.38, Pasadena Private Wealth, LLC's estimated gain on his GUNR holdings is $2.89 Mil, reflecting a 14.97% gain to date.
Pasadena Private Wealth, LLC GUNR ($40.38) Holding Chart
Pasadena Private Wealth, LLC GUNR ($40.38) 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
