Evoke Wealth, LLC OEF Holdings History
Evoke Wealth, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 425,681.00 shares of iShares S&P 100 ETF(OEF), totaling $115.29 Mil. This investment constitutes 3.01% of their stock portfolio, and Evoke Wealth, LLC now holds 0.68% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 5 purchases of OEF, at an average price of $164.63, for a total of 3.62 Mil shares. In addition, there have been 16 sales at an average price of $163.47 for 3.20 Mil shares. Based on historical transaction data and OEF's current price of $312.71, Evoke Wealth, LLC's estimated gain on his OEF holdings is $59.35 Mil, reflecting a 9.96% gain to date.
Evoke Wealth, LLC OEF ($312.71) Holding Chart
Evoke Wealth, 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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