Twelve Points Wealth Management LLC IOO Holdings History
Twelve Points Wealth Management LLC's iShares Global 100 ETF Holding Summary
As of 2025-06-30, Twelve Points Wealth Management LLC held 37,217.00 shares of iShares Global 100 ETF(IOO), totaling $4.01 Mil. This investment constitutes 1.08% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.06% of the outstanding iShares Global 100 ETF(IOO) stock.
The initial trade took place in 2025Q2. And since then Twelve Points Wealth Management LLC has made 1 purchases of IOO, at an average price of $99.22, for a total of 37,217.00 shares. Based on historical transaction data and IOO's current price of $110.38, Twelve Points Wealth Management LLC's estimated gain on his IOO holdings is $415,341.72, reflecting a 11.25% gain to date.
Twelve Points Wealth Management LLC IOO ($110.38) Holding Chart
Twelve Points Wealth Management LLC IOO ($110.38) 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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