Perissos Private Wealth Management, LLC IXN Holdings History
Perissos Private Wealth Management, LLC's iShares Global Tech ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held - shares of iShares Global Tech ETF(IXN), totaling N/A. This investment constitutes 0% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0% of the outstanding iShares Global Tech ETF(IXN) stock.
The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 2 purchases of IXN, at an average price of $77.76, for a total of 54,573.00 shares. In addition, there have been 2 sales at an average price of $80.57 for 54,573.00 shares. Based on historical transaction data and IXN's current price of $93.09, Perissos Private Wealth Management, LLC's estimated gain on his IXN holdings is $152,951.55, reflecting a 3.60% gain to date.
Perissos Private Wealth Management, LLC IXN ($93.09) Holding Chart
Perissos Private Wealth Management, LLC IXN ($93.09) 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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