Cardinal Strategic Wealth Guidance OEF Holdings History
Cardinal Strategic Wealth Guidance's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 45,078.00 shares of iShares S&P 100 ETF(OEF), totaling $13.72 Mil. This investment constitutes 3.96% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.07% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2022Q4. And since then Cardinal Strategic Wealth Guidance has made 5 purchases of OEF, at an average price of $227.25, for a total of 73,465.00 shares. In addition, there have been 4 sales at an average price of $219.45 for 28,387.00 shares. Based on historical transaction data and OEF's current price of $312.71, Cardinal Strategic Wealth Guidance's estimated gain on his OEF holdings is $3.63 Mil, reflecting a 21.75% gain to date.
Cardinal Strategic Wealth Guidance OEF ($312.71) Holding Chart
Cardinal Strategic Wealth Guidance OEF ($312.71) 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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