Number of Shares
212,635.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
4.5%
Total Estimate Gain
$3.96 Mil
% of Total Estimate Gain
30.01%

Vermillion & White Wealth Management Group, LLC's Astoria US Equal Weight Quality Kings ETF Holding Summary

As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 212,635.00 shares of Astoria US Equal Weight Quality Kings ETF(ROE), totaling $6.22 Mil. This investment constitutes 4.5% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 3.87% of the outstanding Astoria US Equal Weight Quality Kings ETF(ROE) stock.

The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 1 purchases of ROE, at an average price of $24.09, for a total of 547,514.00 shares. In addition, there have been 4 sales at an average price of $30.67 for 334,879.00 shares. Based on historical transaction data and ROE's current price of $32.33, Vermillion & White Wealth Management Group, LLC's estimated gain on his ROE holdings is $3.96 Mil, reflecting a 30.01% gain to date.

Vermillion & White Wealth Management Group, LLC ROE ($32.33) Holding Chart

Vermillion & White Wealth Management Group, LLC ROE ($32.33) 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 %

Top Ranked Articles

  • 1