RFG - Bristol Wealth Advisors, LLC IUSG Holdings History
RFG - Bristol Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 91,331.00 shares of ISHARES TRUST(IUSG), totaling $11.61 Mil. This investment constitutes 3.89% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $138.28 for 2,599.00 shares. Based on historical transaction data and IUSG's current price of $153.50, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IUSG holdings is $1.48 Mil, reflecting a 11.44% gain to date.
RFG - Bristol Wealth Advisors, LLC IUSG ($153.50) Holding Chart
RFG - Bristol Wealth Advisors, LLC IUSG ($153.50) 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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