Worth Financial Advisory Group, LLC EMB Holdings History
Worth Financial Advisory Group, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2023Q1. And since then Worth Financial Advisory Group, LLC has made 6 purchases of EMB, at an average price of $85.67, for a total of 8,467.00 shares. In addition, there have been 4 sales at an average price of $90.03 for 8,467.00 shares. Based on historical transaction data and EMB's current price of $91.89, Worth Financial Advisory Group, LLC's estimated gain on his EMB holdings is $36,871.21, reflecting a 5.08% gain to date.
Worth Financial Advisory Group, LLC EMB ($91.89) Holding Chart
Worth Financial Advisory Group, LLC EMB ($91.89) 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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