Number of Shares
1,932.00
Current Holdings Value*
$141,060.00
% of Portfolio
4.28%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
25.37%

SYSTM Wealth Solutions LLC's Nasdaq Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 1,932.00 shares of Nasdaq Inc(NDAQ), totaling $141,060.00. This investment constitutes 4.28% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Nasdaq Inc(NDAQ) stock.

The initial trade took place in 2023Q2. And since then SYSTM Wealth Solutions LLC has made 5 purchases of NDAQ, at an average price of $54.81, for a total of 91,437.00 shares. In addition, there have been 1 sales at an average price of $68.26 for 89,505.00 shares. Based on historical transaction data and NDAQ's current price of $89.66, SYSTM Wealth Solutions LLC's estimated gain on his NDAQ holdings is $1.27 Mil, reflecting a 25.37% gain to date.

SYSTM Wealth Solutions LLC NDAQ ($89.66) Holding Chart

SYSTM Wealth Solutions LLC NDAQ ($89.66) 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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