Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$502,761.84
% of Total Estimate Gain
12.40%

Sharp Financial Services, LLC's iShares U.S. Utilities ETF Holding Summary

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

The initial trade took place in 2024Q2. And since then Sharp Financial Services, LLC has made 2 purchases of IDU, at an average price of $88.85, for a total of 45,639.00 shares. In addition, there have been 1 sales at an average price of $99.87 for 45,639.00 shares. Based on historical transaction data and IDU's current price of $106.97, Sharp Financial Services, LLC's estimated gain on his IDU holdings is $502,761.84, reflecting a 12.40% gain to date.

Sharp Financial Services, LLC IDU ($106.97) Holding Chart

Sharp Financial Services, LLC IDU ($106.97) 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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