CM WEALTH ADVISORS LLC OEF Holdings History
CM WEALTH ADVISORS LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 240,643.00 shares of iShares S&P 100 ETF(OEF), totaling $65.17 Mil. This investment constitutes 20.84% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.39% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 5 purchases of OEF, at an average price of $179.88, for a total of 33.21 Mil shares. In addition, there have been 4 sales at an average price of $171.94 for 32.97 Mil shares. Based on historical transaction data and OEF's current price of $313.02, CM WEALTH ADVISORS LLC's estimated gain on his OEF holdings is $-229.84 Mil, reflecting a -3.85% gain to date.
CM WEALTH ADVISORS LLC OEF ($313.02) Holding Chart
CM WEALTH ADVISORS LLC 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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