Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$810,059.23
% of Total Estimate Gain
3.14%

Royal Fund Management, LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, Royal Fund Management, LLC held - shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Royal Fund Management, LLC now holds 0% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2020Q1. And since then Royal Fund Management, LLC has made 5 purchases of SOXX, at an average price of $212.76, for a total of 121,344.00 shares. In addition, there have been 3 sales at an average price of $219.44 for 121,344.00 shares. Based on historical transaction data and SOXX's current price of $241.46, Royal Fund Management, LLC's estimated gain on his SOXX holdings is $810,059.23, reflecting a 3.14% gain to date.

Royal Fund Management, LLC SOXX ($241.46) Holding Chart

Royal Fund Management, LLC SOXX ($241.46) 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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