Number of Shares
23,310.00
Current Holdings Value*
$8.17 Mil
% of Portfolio
0.75%
Total Estimate Gain
$4.50 Mil
% of Total Estimate Gain
29.11%

Sheaff Brock Investment Advisors, LLC's Visa Inc Holding Summary

As of 2025-03-31, Sheaff Brock Investment Advisors, LLC held 23,310.00 shares of Visa Inc(V), totaling $8.17 Mil. This investment constitutes 0.75% of their stock portfolio, and Sheaff Brock Investment Advisors, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then Sheaff Brock Investment Advisors, LLC has made 7 purchases of V, at an average price of $201.94, for a total of 76,597.00 shares. In addition, there have been 21 sales at an average price of $221.70 for 53,287.00 shares. Based on historical transaction data and V's current price of $349.92, Sheaff Brock Investment Advisors, LLC's estimated gain on his V holdings is $4.50 Mil, reflecting a 29.11% gain to date.

Sheaff Brock Investment Advisors, LLC V ($349.92) Holding Chart

Sheaff Brock Investment Advisors, LLC V ($349.92) 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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