Wade Financial Advisory, Inc LRGF Holdings History
Wade Financial Advisory, Inc's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, Wade Financial Advisory, Inc held 257,225.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $14.89 Mil. This investment constitutes 5.1% of their stock portfolio, and Wade Financial Advisory, Inc now holds 0.65% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2021Q2. And since then Wade Financial Advisory, Inc has made 8 purchases of LRGF, at an average price of $44.66, for a total of 345,198.00 shares. In addition, there have been 8 sales at an average price of $43.14 for 87,973.00 shares. Based on historical transaction data and LRGF's current price of $65.75, Wade Financial Advisory, Inc's estimated gain on his LRGF holdings is $5.29 Mil, reflecting a 34.34% gain to date.
Wade Financial Advisory, Inc LRGF ($65.75) Holding Chart
Wade Financial Advisory, Inc LRGF ($65.75) 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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