Number of Shares
639,141.00
Current Holdings Value*
$23.32 Mil
% of Portfolio
4.08%
Total Estimate Gain
$22.18 Mil
% of Total Estimate Gain
23.49%

Sloy Dahl & Holst, LLC's Common units of fractional undivided beneficial interest Holding Summary

As of 2025-03-31, Sloy Dahl & Holst, LLC held 639,141.00 shares of Common units of fractional undivided beneficial interest(BTC), totaling $23.32 Mil. This investment constitutes 4.08% of their stock portfolio, and Sloy Dahl & Holst, LLC now holds 0.67% of the outstanding Common units of fractional undivided beneficial interest(BTC) stock.

The initial trade took place in 2024Q3. And since then Sloy Dahl & Holst, LLC has made 2 purchases of BTC, at an average price of $32.15, for a total of 2.94 Mil shares. In addition, there have been 1 sales at an average price of $36.96 for 2.30 Mil shares. Based on historical transaction data and BTC's current price of $49.57, Sloy Dahl & Holst, LLC's estimated gain on his BTC holdings is $22.18 Mil, reflecting a 23.49% gain to date.

Sloy Dahl & Holst, LLC BTC ($49.57) Holding Chart

Sloy Dahl & Holst, LLC BTC ($49.57) 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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