Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.21 Mil
% of Total Estimate Gain
-8.70%
TCWP LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 3 purchases of EFV, at an average price of $48.94, for a total of 283,057.00 shares. In addition, there have been 7 sales at an average price of $44.68 for 283,057.00 shares. Based on historical transaction data and EFV's current price of $63.95, TCWP LLC's estimated gain on his EFV holdings is $-1.21 Mil, reflecting a -8.70% gain to date.
TCWP LLC EFV ($63.95) Holding Chart
TCWP LLC EFV ($63.95) 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 % |
Top Ranked Articles
- 1