Plan Group Financial, LLC ACWI Holdings History
Plan Group Financial, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 110,768.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $12.89 Mil. This investment constitutes 4.6% of their stock portfolio, and Plan Group Financial, LLC now holds 0.06% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 6 purchases of ACWI, at an average price of $99.82, for a total of 190,817.00 shares. In addition, there have been 2 sales at an average price of $95.97 for 80,049.00 shares. Based on historical transaction data and ACWI's current price of $126.60, Plan Group Financial, LLC's estimated gain on his ACWI holdings is $2.66 Mil, reflecting a 13.95% gain to date.
Plan Group Financial, LLC ACWI ($126.60) Holding Chart
Plan Group Financial, LLC ACWI ($126.60) 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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