Tactive Advisors, LLC IYW Holdings History
Number of Shares
36,543.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
2.62%
Total Estimate Gain
$2.29 Mil
% of Total Estimate Gain
54.07%
Tactive Advisors, LLC's iShares U.S. Technology ETF Holding Summary
As of 2024-03-31, Tactive Advisors, LLC held 36,543.00 shares of iShares U.S. Technology ETF(IYW), totaling $4.94 Mil. This investment constitutes 2.62% of their stock portfolio, and Tactive Advisors, LLC now holds -% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2023Q4. And since then Tactive Advisors, LLC has made 2 purchases of IYW, at an average price of $116.00, for a total of 36,543.00 shares. Based on historical transaction data and IYW's current price of $178.72, Tactive Advisors, LLC's estimated gain on his IYW holdings is $2.29 Mil, reflecting a 54.07% gain to date.
Tactive Advisors, LLC IYW ($178.72) Holding Chart
Tactive Advisors, LLC IYW ($178.72) 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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