Number of Shares
547,060.00
Current Holdings Value*
$30.31 Mil
% of Portfolio
1.98%
Total Estimate Gain
$6.99 Mil
% of Total Estimate Gain
24.79%

WEALTHSOURCE PARTNERS, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 547,060.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $30.31 Mil. This investment constitutes 1.98% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.75% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q4. And since then WEALTHSOURCE PARTNERS, LLC has made 1 purchases of EMXC, at an average price of $51.52, for a total of 547,060.00 shares. Based on historical transaction data and EMXC's current price of $64.29, WEALTHSOURCE PARTNERS, LLC's estimated gain on his EMXC holdings is $6.99 Mil, reflecting a 24.79% gain to date.

WEALTHSOURCE PARTNERS, LLC EMXC ($64.29) Holding Chart

WEALTHSOURCE PARTNERS, LLC EMXC ($64.29) 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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