Altus Wealth Management, LLC IEO Holdings History
Altus Wealth Management, LLC's iShares U.S. Oil & Gas Exploration & Production ETF Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held - shares of iShares U.S. Oil & Gas Exploration & Production ETF(IEO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Altus Wealth Management, LLC now holds 0% of the outstanding iShares U.S. Oil & Gas Exploration & Production ETF(IEO) stock.
The initial trade took place in 2024Q2. And since then Altus Wealth Management, LLC has made 4 purchases of IEO, at an average price of $102.78, for a total of 113,581.00 shares. In addition, there have been 1 sales at an average price of $85.89 for 113,581.00 shares. Based on historical transaction data and IEO's current price of $90.52, Altus Wealth Management, LLC's estimated gain on his IEO holdings is $-1.92 Mil, reflecting a -16.44% gain to date.
Altus Wealth Management, LLC IEO ($90.52) Holding Chart
Altus Wealth Management, LLC IEO ($90.52) 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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