Strategic Wealth Management Group, LLC LRGF Holdings History
Strategic Wealth Management Group, LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 130,622.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $5.59 Mil. This investment constitutes 2.04% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.47% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2021Q2. And since then Strategic Wealth Management Group, LLC has made 1 purchases of LRGF, at an average price of $42.20, for a total of 130,622.00 shares. Based on historical transaction data and LRGF's current price of $65.04, Strategic Wealth Management Group, LLC's estimated gain on his LRGF holdings is $2.98 Mil, reflecting a 54.12% gain to date.
Strategic Wealth Management Group, LLC LRGF ($65.04) Holding Chart
Strategic Wealth Management Group, LLC LRGF ($65.04) 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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