9258 Wealth Management, LLC OEF Holdings History
9258 Wealth Management, LLC's iShares S&P 100 ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 11,081.00 shares of iShares S&P 100 ETF(OEF), totaling $3.07 Mil. This investment constitutes 0.46% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q4. And since then 9258 Wealth Management, LLC has made 5 purchases of OEF, at an average price of $143.38, for a total of 15,950.00 shares. In addition, there have been 7 sales at an average price of $224.02 for 4,869.00 shares. Based on historical transaction data and OEF's current price of $309.94, 9258 Wealth Management, LLC's estimated gain on his OEF holdings is $2.24 Mil, reflecting a 97.88% gain to date.
9258 Wealth Management, LLC OEF ($309.94) Holding Chart
9258 Wealth Management, LLC OEF ($309.94) 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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