Trajan Wealth LLC TWIO Holdings History
Trajan Wealth LLC's Trajan Wealth Income Opportunities ETF Holding Summary
As of 2025-03-31, Trajan Wealth LLC held - shares of Trajan Wealth Income Opportunities ETF(TWIO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding Trajan Wealth Income Opportunities ETF(TWIO) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 1 purchases of TWIO, at an average price of $8.87, for a total of 3.61 Mil shares. In addition, there have been 3 sales at an average price of $9.00 for 3.61 Mil shares. Based on historical transaction data and TWIO's current price of $9.06, Trajan Wealth LLC's estimated gain on his TWIO holdings is $484,294.19, reflecting a 1.51% gain to date.
Trajan Wealth LLC TWIO ($9.06) Holding Chart
Trajan Wealth LLC TWIO ($9.06) 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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