ALTERNA WEALTH MANAGEMENT, INC OEF Holdings History
Number of Shares
2,996.00
Current Holdings Value*
$811,410.00
% of Portfolio
0.62%
Total Estimate Gain
$60,565.04
% of Total Estimate Gain
7.04%
ALTERNA WEALTH MANAGEMENT, INC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 2,996.00 shares of iShares S&P 100 ETF(OEF), totaling $811,410.00. This investment constitutes 0.62% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q1. And since then ALTERNA WEALTH MANAGEMENT, INC has made 1 purchases of OEF, at an average price of $287.14, for a total of 2,996.00 shares. Based on historical transaction data and OEF's current price of $307.36, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his OEF holdings is $60,565.04, reflecting a 7.04% gain to date.
ALTERNA WEALTH MANAGEMENT, INC OEF ($307.36) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC OEF ($307.36) 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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