Detalus Advisors, LLC OEF Holdings History
Detalus Advisors, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 61,312.00 shares of iShares S&P 100 ETF(OEF), totaling $18.66 Mil. This investment constitutes 5.41% of their stock portfolio, and Detalus Advisors, LLC now holds 0.09% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q1. And since then Detalus Advisors, LLC has made 9 purchases of OEF, at an average price of $233.47, for a total of 73,473.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 12,161.00 shares. Based on historical transaction data and OEF's current price of $312.71, Detalus Advisors, LLC's estimated gain on his OEF holdings is $4.89 Mil, reflecting a 28.50% gain to date.
Detalus Advisors, LLC OEF ($312.71) Holding Chart
Detalus Advisors, LLC 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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