SURIENCE PRIVATE WEALTH LLC ITA Holdings History
SURIENCE PRIVATE WEALTH LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 67,127.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $12.66 Mil. This investment constitutes 11.9% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0.15% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2023Q1. And since then SURIENCE PRIVATE WEALTH LLC has made 2 purchases of ITA, at an average price of $134.93, for a total of 163,741.00 shares. In addition, there have been 1 sales at an average price of $113.58 for 96,614.00 shares. Based on historical transaction data and ITA's current price of $196.84, SURIENCE PRIVATE WEALTH LLC's estimated gain on his ITA holdings is $2.09 Mil, reflecting a 9.47% gain to date.
SURIENCE PRIVATE WEALTH LLC ITA ($196.84) Holding Chart
SURIENCE PRIVATE WEALTH LLC ITA ($196.84) 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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