Southern Wealth Management, LLP EEMV Holdings History
Southern Wealth Management, LLP's iShares MSCI Emerging Markets Min Vol Factor ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 223,487.00 shares of iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV), totaling $12.20 Mil. This investment constitutes 4.73% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.26% of the outstanding iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 6 purchases of EEMV, at an average price of $57.25, for a total of 640,498.00 shares. In addition, there have been 7 sales at an average price of $57.08 for 417,011.00 shares. Based on historical transaction data and EEMV's current price of $62.92, Southern Wealth Management, LLP's estimated gain on his EEMV holdings is $1.20 Mil, reflecting a 3.26% gain to date.
Southern Wealth Management, LLP EEMV ($62.92) Holding Chart
Southern Wealth Management, LLP EEMV ($62.92) 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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