Wealth & Pension Services Group, Inc. IUSG Holdings History
Number of Shares
56,448.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
2.82%
Total Estimate Gain
$5.08 Mil
% of Total Estimate Gain
142.87%
Wealth & Pension Services Group, Inc.'s ISHARES TRUST Holding Summary
As of 2019-09-30, Wealth & Pension Services Group, Inc. held 56,448.00 shares of ISHARES TRUST(IUSG), totaling $3.55 Mil. This investment constitutes 2.82% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.05% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2019Q3. And since then Wealth & Pension Services Group, Inc. has made 1 purchases of IUSG, at an average price of $63.01, for a total of 56,448.00 shares. Based on historical transaction data and IUSG's current price of $153.03, Wealth & Pension Services Group, Inc.'s estimated gain on his IUSG holdings is $5.08 Mil, reflecting a 142.87% gain to date.
Wealth & Pension Services Group, Inc. IUSG ($153.03) Holding Chart
Wealth & Pension Services Group, Inc. IUSG ($153.03) 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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