Tower Wealth Partners, Inc. IOO Holdings History
Tower Wealth Partners, Inc.'s iShares Global 100 ETF Holding Summary
As of 2025-03-31, Tower Wealth Partners, Inc. held 118,510.00 shares of iShares Global 100 ETF(IOO), totaling $11.41 Mil. This investment constitutes 6.1% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.19% of the outstanding iShares Global 100 ETF(IOO) stock.
The initial trade took place in 2022Q2. And since then Tower Wealth Partners, Inc. has made 6 purchases of IOO, at an average price of $66.36, for a total of 152,235.00 shares. In addition, there have been 5 sales at an average price of $77.27 for 33,725.00 shares. Based on historical transaction data and IOO's current price of $111.87, Tower Wealth Partners, Inc.'s estimated gain on his IOO holdings is $5.76 Mil, reflecting a 57.02% gain to date.
Tower Wealth Partners, Inc. IOO ($111.87) Holding Chart
Tower Wealth Partners, Inc. IOO ($111.87) 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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