Number of Shares
38,362.00
Current Holdings Value*
$6.06 Mil
% of Portfolio
2.24%
Total Estimate Gain
$2.58 Mil
% of Total Estimate Gain
47.38%

WMG Financial Advisors, LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, WMG Financial Advisors, LLC held 38,362.00 shares of NVIDIA Corp(NVDA), totaling $6.06 Mil. This investment constitutes 2.24% 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 8 purchases of NVDA, at an average price of $56.89, for a total of 95,572.00 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 $173.74, WMG Financial Advisors, LLC's estimated gain on his NVDA holdings is $2.58 Mil, reflecting a 47.38% gain to date.

WMG Financial Advisors, LLC NVDA ($173.74) Holding Chart

WMG Financial Advisors, LLC NVDA ($173.74) 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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