Number of Shares
984.00
Current Holdings Value*
$812,700.00
% of Portfolio
0.43%
Total Estimate Gain
$345,898.35
% of Total Estimate Gain
48.80%

Tandem Wealth Advisors LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Tandem Wealth Advisors LLC held 984.00 shares of Eli Lilly and Co(LLY), totaling $812,700.00. This investment constitutes 0.43% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 2 purchases of LLY, at an average price of $456.12, for a total of 1,554.00 shares. In addition, there have been 7 sales at an average price of $511.70 for 570.00 shares. Based on historical transaction data and LLY's current price of $775.45, Tandem Wealth Advisors LLC's estimated gain on his LLY holdings is $345,898.35, reflecting a 48.80% gain to date.

Tandem Wealth Advisors LLC LLY ($775.45) Holding Chart

Tandem Wealth Advisors LLC LLY ($775.45) 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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