Aris Wealth Services, Inc. OEF Holdings History
Aris Wealth Services, Inc.'s iShares S&P 100 ETF Holding Summary
As of 2015-09-30, Aris Wealth Services, Inc. held 10,529.00 shares of iShares S&P 100 ETF(OEF), totaling $893,000.00. This investment constitutes 2.3% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2013Q4. And since then Aris Wealth Services, Inc. has made 7 purchases of OEF, at an average price of $84.63, for a total of 10,529.00 shares. Based on historical transaction data and OEF's current price of $313.02, Aris Wealth Services, Inc.'s estimated gain on his OEF holdings is $2.40 Mil, reflecting a 269.87% gain to date.
Aris Wealth Services, Inc. OEF ($313.02) Holding Chart
Aris Wealth Services, Inc. OEF ($313.02) 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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