ATTICUS WEALTH MANAGEMENT, LLC OEF Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 31,194.00 shares of iShares S&P 100 ETF(OEF), totaling $9.49 Mil. This investment constitutes 2.56% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 8 purchases of OEF, at an average price of $153.54, for a total of 104,998.00 shares. In addition, there have been 14 sales at an average price of $177.09 for 73,804.00 shares. Based on historical transaction data and OEF's current price of $308.32, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his OEF holdings is $6.57 Mil, reflecting a 40.73% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC OEF ($308.32) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC OEF ($308.32) 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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