StoneCrest Wealth Management, Inc. SHLD Holdings History
StoneCrest Wealth Management, Inc.'s Global X Defense Tech ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 74,645.00 shares of Global X Defense Tech ETF(SHLD), totaling $4.50 Mil. This investment constitutes 2.14% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.15% of the outstanding Global X Defense Tech ETF(SHLD) stock.
The initial trade took place in 2025Q2. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of SHLD, at an average price of $53.63, for a total of 74,645.00 shares. Based on historical transaction data and SHLD's current price of $61.91, StoneCrest Wealth Management, Inc.'s estimated gain on his SHLD holdings is $618,060.60, reflecting a 15.44% gain to date.
StoneCrest Wealth Management, Inc. SHLD ($61.91) Holding Chart
StoneCrest Wealth Management, Inc. SHLD ($61.91) 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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