Altus Wealth Management, LLC OEF Holdings History
Altus Wealth Management, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Altus Wealth Management, LLC held 115,299.00 shares of iShares S&P 100 ETF(OEF), totaling $31.23 Mil. This investment constitutes 14.62% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.19% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 14 purchases of OEF, at an average price of $162.61, for a total of 132,694.00 shares. In addition, there have been 7 sales at an average price of $205.42 for 17,395.00 shares. Based on historical transaction data and OEF's current price of $305.37, Altus Wealth Management, LLC's estimated gain on his OEF holdings is $17.20 Mil, reflecting a 79.73% gain to date.
Altus Wealth Management, LLC OEF ($305.37) Holding Chart
Altus Wealth Management, LLC OEF ($305.37) 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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