Certus Wealth Management, LLC OEF Holdings History
Certus Wealth Management, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 10,670.00 shares of iShares S&P 100 ETF(OEF), totaling $3.02 Mil. This investment constitutes 2.05% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Certus Wealth Management, LLC has made 4 purchases of OEF, at an average price of $242.73, for a total of 16,215.00 shares. In addition, there have been 2 sales at an average price of $264.97 for 5,545.00 shares. Based on historical transaction data and OEF's current price of $309.94, Certus Wealth Management, LLC's estimated gain on his OEF holdings is $840,483.54, reflecting a 21.35% gain to date.
Certus Wealth Management, LLC OEF ($309.94) Holding Chart
Certus Wealth Management, LLC OEF ($309.94) 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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