Aveo Capital Partners, LLC OEF Holdings History
Aveo Capital Partners, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Aveo Capital Partners, LLC held 116,427.00 shares of iShares S&P 100 ETF(OEF), totaling $31.63 Mil. This investment constitutes 5.26% of their stock portfolio, and Aveo Capital Partners, LLC now holds 0.19% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q2. And since then Aveo Capital Partners, LLC has made 6 purchases of OEF, at an average price of $234.65, for a total of 118,008.00 shares. In addition, there have been 2 sales at an average price of $282.31 for 1,581.00 shares. Based on historical transaction data and OEF's current price of $307.86, Aveo Capital Partners, LLC's estimated gain on his OEF holdings is $8.60 Mil, reflecting a 31.06% gain to date.
Aveo Capital Partners, LLC OEF ($307.86) Holding Chart
Aveo Capital Partners, LLC OEF ($307.86) 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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