Number of Shares
6,109.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
3.21%
Total Estimate Gain
$188,827.78
% of Total Estimate Gain
4.06%

StoneCrest Wealth Management, Inc.'s Eli Lilly and Co Holding Summary

As of 2025-03-31, StoneCrest Wealth Management, Inc. held 6,109.00 shares of Eli Lilly and Co(LLY), totaling $5.05 Mil. This investment constitutes 3.21% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 5 purchases of LLY, at an average price of $762.10, for a total of 6,109.00 shares. Based on historical transaction data and LLY's current price of $793.01, StoneCrest Wealth Management, Inc.'s estimated gain on his LLY holdings is $188,827.78, reflecting a 4.06% gain to date.

StoneCrest Wealth Management, Inc. LLY ($793.01) Holding Chart

StoneCrest Wealth Management, Inc. LLY ($793.01) 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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