Number of Shares
11,996.00
Current Holdings Value*
$9.91 Mil
% of Portfolio
1.48%
Total Estimate Gain
$481,992.69
% of Total Estimate Gain
3.67%

Turtle Creek Wealth Advisors, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 11,996.00 shares of Eli Lilly and Co(LLY), totaling $9.91 Mil. This investment constitutes 1.48% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 3 purchases of LLY, at an average price of $760.53, for a total of 17,263.00 shares. In addition, there have been 2 sales at an average price of $826.58 for 5,267.00 shares. Based on historical transaction data and LLY's current price of $771.71, Turtle Creek Wealth Advisors, LLC's estimated gain on his LLY holdings is $481,992.69, reflecting a 3.67% gain to date.

Turtle Creek Wealth Advisors, LLC LLY ($771.71) Holding Chart

Turtle Creek Wealth Advisors, LLC LLY ($771.71) 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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