FSA WEALTH PARTNERS, INC. OEF Holdings History
FSA WEALTH PARTNERS, INC.'s iShares S&P 100 ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 92,774.00 shares of iShares S&P 100 ETF(OEF), totaling $25.13 Mil. This investment constitutes 9.5% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.15% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q2. And since then FSA WEALTH PARTNERS, INC. has made 11 purchases of OEF, at an average price of $165.91, for a total of 237,452.00 shares. In addition, there have been 7 sales at an average price of $167.90 for 144,678.00 shares. Based on historical transaction data and OEF's current price of $309.56, FSA WEALTH PARTNERS, INC.'s estimated gain on his OEF holdings is $13.61 Mil, reflecting a 34.56% gain to date.
FSA WEALTH PARTNERS, INC. OEF ($309.56) Holding Chart
FSA WEALTH PARTNERS, INC. OEF ($309.56) 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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