Polaris Wealth Advisory Group, LLC CBND Holdings History
Polaris Wealth Advisory Group, LLC's CBND Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 472,888.00 shares of CBND(CBND), totaling $13.04 Mil. This investment constitutes 0.99% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds -% of the outstanding CBND(CBND) stock.
The initial trade took place in 2023Q3. And since then Polaris Wealth Advisory Group, LLC has made 1 purchases of CBND, at an average price of $28.31, for a total of 472,888.00 shares. Based on historical transaction data and CBND's current price of $33.69, Polaris Wealth Advisory Group, LLC's estimated gain on his CBND holdings is $2.54 Mil, reflecting a 19.00% gain to date.
Polaris Wealth Advisory Group, LLC CBND ($33.69) Holding Chart
Polaris Wealth Advisory Group, LLC CBND ($33.69) 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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