Treybourne Wealth Planners, Inc. IXUS Holdings History
Treybourne Wealth Planners, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary
As of 2021-06-30, Treybourne Wealth Planners, Inc. held 45,214.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $3.31 Mil. This investment constitutes 2.06% of their stock portfolio, and Treybourne Wealth Planners, Inc. now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2020Q4. In addition, there have been 2 sales at an average price of $71.82 for 3,387.00 shares. Based on historical transaction data and IXUS's current price of $77.74, Treybourne Wealth Planners, Inc.'s estimated gain on his IXUS holdings is $697,314.36, reflecting a 22.78% gain to date.
Treybourne Wealth Planners, Inc. IXUS ($77.74) Holding Chart
Treybourne Wealth Planners, Inc. IXUS ($77.74) 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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