Trellis Wealth Advisors LLC EBI Holdings History
Trellis Wealth Advisors LLC's Longview Advantage ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 191,933.00 shares of Longview Advantage ETF(EBI), totaling $9.08 Mil. This investment constitutes 4.41% of their stock portfolio, and Trellis Wealth Advisors LLC now holds -% of the outstanding Longview Advantage ETF(EBI) stock.
The initial trade took place in 2025Q1. And since then Trellis Wealth Advisors LLC has made 1 purchases of EBI, at an average price of $48.13, for a total of 191,933.00 shares. Based on historical transaction data and EBI's current price of $51.90, Trellis Wealth Advisors LLC's estimated gain on his EBI holdings is $723,088.38, reflecting a 7.83% gain to date.
Trellis Wealth Advisors LLC EBI ($51.90) Holding Chart
Trellis Wealth Advisors LLC EBI ($51.90) 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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