Wayfinding Financial, LLC PHEQ Holdings History
Wayfinding Financial, LLC's Parametric Hedged Equity ETF Holding Summary
As of 2025-03-31, Wayfinding Financial, LLC held 134,399.00 shares of Parametric Hedged Equity ETF(PHEQ), totaling $3.84 Mil. This investment constitutes 1.68% of their stock portfolio, and Wayfinding Financial, LLC now holds 4.14% of the outstanding Parametric Hedged Equity ETF(PHEQ) stock.
The initial trade took place in 2024Q1. And since then Wayfinding Financial, LLC has made 2 purchases of PHEQ, at an average price of $28.47, for a total of 136,517.00 shares. In addition, there have been 3 sales at an average price of $28.09 for 2,118.00 shares. Based on historical transaction data and PHEQ's current price of $30.82, Wayfinding Financial, LLC's estimated gain on his PHEQ holdings is $315,278.07, reflecting a 8.11% gain to date.
Wayfinding Financial, LLC PHEQ ($30.82) Holding Chart
Wayfinding Financial, LLC PHEQ ($30.82) 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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