RFG - Bristol Wealth Advisors, LLC IGM Holdings History
RFG - Bristol Wealth Advisors, LLC's iShares Expanded Tech Sector ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 18,031.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $1.63 Mil. This investment constitutes 0.55% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.00 for 133,101.00 shares. Based on historical transaction data and IGM's current price of $113.45, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IGM holdings is $283,427.43, reflecting a 1.86% gain to date.
RFG - Bristol Wealth Advisors, LLC IGM ($113.45) Holding Chart
RFG - Bristol Wealth Advisors, LLC IGM ($113.45) 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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