Unique Wealth Strategies, LLC DBEF Holdings History
Number of Shares
141,849.00
Current Holdings Value*
$5.81 Mil
% of Portfolio
2.72%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
20.22%
Unique Wealth Strategies, LLC's Xtrackers MSCI EAFE Hedged Equity ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 141,849.00 shares of Xtrackers MSCI EAFE Hedged Equity ETF(DBEF), totaling $5.81 Mil. This investment constitutes 2.72% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding Xtrackers MSCI EAFE Hedged Equity ETF(DBEF) stock.
The initial trade took place in 2023Q4. And since then Unique Wealth Strategies, LLC has made 1 purchases of DBEF, at an average price of $36.66, for a total of 141,849.00 shares. Based on historical transaction data and DBEF's current price of $44.07, Unique Wealth Strategies, LLC's estimated gain on his DBEF holdings is $1.05 Mil, reflecting a 20.22% gain to date.
Unique Wealth Strategies, LLC DBEF ($44.07) Holding Chart
Unique Wealth Strategies, LLC DBEF ($44.07) 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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