Porter White Investment Advisors, Inc. LIAK Holdings History
Porter White Investment Advisors, Inc.'s LifeX 2054 Inflation-Protected Longevity Income ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 2,462.00 shares of LifeX 2054 Inflation-Protected Longevity Income ETF(LIAK), totaling $488,140.00. This investment constitutes 0.23% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 24.62% of the outstanding LifeX 2054 Inflation-Protected Longevity Income ETF(LIAK) stock.
The initial trade took place in 2025Q2. And since then Porter White Investment Advisors, Inc. has made 1 purchases of LIAK, at an average price of $196.24, for a total of 2,462.00 shares. Based on historical transaction data and LIAK's current price of $195.50, Porter White Investment Advisors, Inc.'s estimated gain on his LIAK holdings is $-1,813.02, reflecting a -0.38% gain to date.
Porter White Investment Advisors, Inc. LIAK ($195.50) Holding Chart
Porter White Investment Advisors, Inc. LIAK ($195.50) 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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