Number of Shares
82,636.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
3.36%
Total Estimate Gain
$475,144.68
% of Total Estimate Gain
23.59%

Wiser Advisor Group LLC's NYLI FTSE International Equity Currency Neutral ETF Holding Summary

As of 2025-03-31, Wiser Advisor Group LLC held 82,636.00 shares of NYLI FTSE International Equity Currency Neutral ETF(HFXI), totaling $2.27 Mil. This investment constitutes 3.36% of their stock portfolio, and Wiser Advisor Group LLC now holds 0.23% of the outstanding NYLI FTSE International Equity Currency Neutral ETF(HFXI) stock.

The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 2 purchases of HFXI, at an average price of $23.61, for a total of 85,301.00 shares. In addition, there have been 3 sales at an average price of $26.79 for 2,665.00 shares. Based on historical transaction data and HFXI's current price of $29.26, Wiser Advisor Group LLC's estimated gain on his HFXI holdings is $475,144.68, reflecting a 23.59% gain to date.

Wiser Advisor Group LLC HFXI ($29.26) Holding Chart

Wiser Advisor Group LLC HFXI ($29.26) 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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