WEALTHSOURCE PARTNERS, LLC ESGU Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 478,322.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $50.19 Mil. This investment constitutes 3.28% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.32% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of ESGU, at an average price of $81.68, for a total of 1.43 Mil shares. In addition, there have been 6 sales at an average price of $89.17 for 954,981.00 shares. Based on historical transaction data and ESGU's current price of $135.51, WEALTHSOURCE PARTNERS, LLC's estimated gain on his ESGU holdings is $32.91 Mil, reflecting a 28.11% gain to date.
WEALTHSOURCE PARTNERS, LLC ESGU ($135.51) Holding Chart
WEALTHSOURCE PARTNERS, LLC ESGU ($135.51) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
