Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$316,380.75
% of Total Estimate Gain
4.52%

Second Half Financial Partners, LLC's iShares U.S. Utilities ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held - shares of iShares U.S. Utilities ETF(IDU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0% of the outstanding iShares U.S. Utilities ETF(IDU) stock.

The initial trade took place in 2024Q3. And since then Second Half Financial Partners, LLC has made 2 purchases of IDU, at an average price of $95.55, for a total of 73,280.00 shares. In addition, there have been 1 sales at an average price of $99.87 for 73,280.00 shares. Based on historical transaction data and IDU's current price of $105.77, Second Half Financial Partners, LLC's estimated gain on his IDU holdings is $316,380.75, reflecting a 4.52% gain to date.

Second Half Financial Partners, LLC IDU ($105.77) Holding Chart

Second Half Financial Partners, LLC IDU ($105.77) 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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