Number of Shares
5,517.00
Current Holdings Value*
$3.18 Mil
% of Portfolio
0.65%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
40.46%

United Advisor Group, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, United Advisor Group, LLC held 5,517.00 shares of Meta Platforms Inc(META), totaling $3.18 Mil. This investment constitutes 0.65% of their stock portfolio, and United Advisor Group, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 4 purchases of META, at an average price of $488.15, for a total of 9,236.00 shares. In addition, there have been 1 sales at an average price of $645.17 for 3,719.00 shares. Based on historical transaction data and META's current price of $712.97, United Advisor Group, LLC's estimated gain on his META holdings is $1.82 Mil, reflecting a 40.46% gain to date.

United Advisor Group, LLC META ($712.97) Holding Chart

United Advisor Group, LLC META ($712.97) 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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