Barnes Wealth Management Group, Inc OEF Holdings History
Barnes Wealth Management Group, Inc's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 4,211.00 shares of iShares S&P 100 ETF(OEF), totaling $1.14 Mil. This investment constitutes 0.73% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of OEF, at an average price of $286.97, for a total of 4,211.00 shares. Based on historical transaction data and OEF's current price of $307.11, Barnes Wealth Management Group, Inc's estimated gain on his OEF holdings is $84,817.24, reflecting a 7.02% gain to date.
Barnes Wealth Management Group, Inc OEF ($307.11) Holding Chart
Barnes Wealth Management Group, Inc OEF ($307.11) 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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