Fiduciary Planning LLC OEF Holdings History
Fiduciary Planning LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 32,361.00 shares of iShares S&P 100 ETF(OEF), totaling $8.76 Mil. This investment constitutes 2.89% of their stock portfolio, and Fiduciary Planning LLC now holds 0.05% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q2. And since then Fiduciary Planning LLC has made 2 purchases of OEF, at an average price of $257.34, for a total of 33,751.00 shares. In addition, there have been 2 sales at an average price of $286.81 for 1,390.00 shares. Based on historical transaction data and OEF's current price of $313.02, Fiduciary Planning LLC's estimated gain on his OEF holdings is $1.84 Mil, reflecting a 21.22% gain to date.
Fiduciary Planning LLC OEF ($313.02) Holding Chart
Fiduciary Planning LLC OEF ($313.02) 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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