Thrive Wealth Management, LLC LOAR Holdings History
Number of Shares
40,883.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-274,733.76
% of Total Estimate Gain
-7.79%
Thrive Wealth Management, LLC's Loar Holdings Inc Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 40,883.00 shares of Loar Holdings Inc(LOAR), totaling $3.52 Mil. This investment constitutes 0.57% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.04% of the outstanding Loar Holdings Inc(LOAR) stock.
The initial trade took place in 2025Q2. And since then Thrive Wealth Management, LLC has made 1 purchases of LOAR, at an average price of $86.30, for a total of 40,883.00 shares. Based on historical transaction data and LOAR's current price of $79.58, Thrive Wealth Management, LLC's estimated gain on his LOAR holdings is $-274,733.76, reflecting a -7.79% gain to date.
Thrive Wealth Management, LLC LOAR ($79.58) Holding Chart
Thrive Wealth Management, LLC LOAR ($79.58) 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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