EHRLICH FINANCIAL GROUP OEF Holdings History
EHRLICH FINANCIAL GROUP's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 12,560.00 shares of iShares S&P 100 ETF(OEF), totaling $3.82 Mil. This investment constitutes 2.48% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 5 purchases of OEF, at an average price of $259.50, for a total of 15,247.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 2,687.00 shares. Based on historical transaction data and OEF's current price of $309.92, EHRLICH FINANCIAL GROUP's estimated gain on his OEF holdings is $570,063.90, reflecting a 14.41% gain to date.
EHRLICH FINANCIAL GROUP OEF ($309.92) Holding Chart
EHRLICH FINANCIAL GROUP OEF ($309.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
