CFS Investment Advisory Services, LLC OEF Holdings History
CFS Investment Advisory Services, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 22,618.00 shares of iShares S&P 100 ETF(OEF), totaling $6.13 Mil. This investment constitutes 0.55% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.04% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2021Q4. And since then CFS Investment Advisory Services, LLC has made 6 purchases of OEF, at an average price of $206.33, for a total of 1.02 Mil shares. In addition, there have been 4 sales at an average price of $186.86 for 995,403.00 shares. Based on historical transaction data and OEF's current price of $309.98, CFS Investment Advisory Services, LLC's estimated gain on his OEF holdings is $-17.03 Mil, reflecting a -8.11% gain to date.
CFS Investment Advisory Services, LLC OEF ($309.98) Holding Chart
CFS Investment Advisory Services, LLC OEF ($309.98) 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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