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 %

Top Ranked Articles

  • 1