Pettinga Financial Advisors LLC LRGF Holdings History
Pettinga Financial Advisors LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 454,532.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $26.31 Mil. This investment constitutes 6.19% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 1.14% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2022Q4. And since then Pettinga Financial Advisors LLC has made 4 purchases of LRGF, at an average price of $39.46, for a total of 893,859.00 shares. In addition, there have been 6 sales at an average price of $48.90 for 439,327.00 shares. Based on historical transaction data and LRGF's current price of $64.96, Pettinga Financial Advisors LLC's estimated gain on his LRGF holdings is $15.74 Mil, reflecting a 44.61% gain to date.
Pettinga Financial Advisors LLC LRGF ($64.96) Holding Chart
Pettinga Financial Advisors LLC LRGF ($64.96) 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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