Number of Shares
37,601.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
1.73%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
45.46%

WMG Financial Advisors, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, WMG Financial Advisors, LLC held 37,601.00 shares of NVIDIA Corp(NVDA), totaling $4.08 Mil. This investment constitutes 1.73% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 7 purchases of NVDA, at an average price of $56.34, for a total of 94,811.00 shares. In addition, there have been 5 sales at an average price of $23.56 for 57,210.00 shares. Based on historical transaction data and NVDA's current price of $170.78, WMG Financial Advisors, LLC's estimated gain on his NVDA holdings is $2.43 Mil, reflecting a 45.46% gain to date.

WMG Financial Advisors, LLC NVDA ($170.78) Holding Chart

WMG Financial Advisors, LLC NVDA ($170.78) 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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