Roberts Wealth Advisors, LLC INDA Holdings History
Number of Shares
55,712.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
0.88%
Total Estimate Gain
$229,533.44
% of Total Estimate Gain
8.18%
Roberts Wealth Advisors, LLC's iShares MSCI India ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 55,712.00 shares of iShares MSCI India ETF(INDA), totaling $2.87 Mil. This investment constitutes 0.88% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.03% of the outstanding iShares MSCI India ETF(INDA) stock.
The initial trade took place in 2025Q1. And since then Roberts Wealth Advisors, LLC has made 1 purchases of INDA, at an average price of $50.38, for a total of 55,712.00 shares. Based on historical transaction data and INDA's current price of $54.50, Roberts Wealth Advisors, LLC's estimated gain on his INDA holdings is $229,533.44, reflecting a 8.18% gain to date.
Roberts Wealth Advisors, LLC INDA ($54.50) Holding Chart
Roberts Wealth Advisors, LLC INDA ($54.50) 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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