Premier Path Wealth Partners, LLC ACWX Holdings History
Premier Path Wealth Partners, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, Premier Path Wealth Partners, LLC held 152,929.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $8.48 Mil. This investment constitutes 1.32% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.15% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 5 purchases of ACWX, at an average price of $52.04, for a total of 152,929.00 shares. Based on historical transaction data and ACWX's current price of $62.62, Premier Path Wealth Partners, LLC's estimated gain on his ACWX holdings is $1.62 Mil, reflecting a 20.32% gain to date.
Premier Path Wealth Partners, LLC ACWX ($62.62) Holding Chart
Premier Path Wealth Partners, LLC ACWX ($62.62) 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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