RGT Wealth Advisors, LLC ACWV Holdings History
RGT Wealth Advisors, LLC's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 1.98 Mil shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $175.10 Mil. This investment constitutes 27.92% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 4.18% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q1. And since then RGT Wealth Advisors, LLC has made 10 purchases of ACWV, at an average price of $93.33, for a total of 1.99 Mil shares. In addition, there have been 1 sales at an average price of $98.47 for 8,063.00 shares. Based on historical transaction data and ACWV's current price of $117.08, RGT Wealth Advisors, LLC's estimated gain on his ACWV holdings is $47.01 Mil, reflecting a 25.37% gain to date.
RGT Wealth Advisors, LLC ACWV ($117.08) Holding Chart
RGT Wealth Advisors, LLC ACWV ($117.08) 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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