Number of Shares
115,521.00
Current Holdings Value*
$35.16 Mil
% of Portfolio
4.86%
Total Estimate Gain
$15.88 Mil
% of Total Estimate Gain
54.71%

Financial Partners Group, Inc's iShares S&P 100 ETF Holding Summary

As of 2025-06-30, Financial Partners Group, Inc held 115,521.00 shares of iShares S&P 100 ETF(OEF), totaling $35.16 Mil. This investment constitutes 4.86% of their stock portfolio, and Financial Partners Group, Inc now holds 0.17% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2018Q2. And since then Financial Partners Group, Inc has made 16 purchases of OEF, at an average price of $194.19, for a total of 149,442.00 shares. In addition, there have been 13 sales at an average price of $269.31 for 33,921.00 shares. Based on historical transaction data and OEF's current price of $309.56, Financial Partners Group, Inc's estimated gain on his OEF holdings is $15.88 Mil, reflecting a 54.71% gain to date.

Financial Partners Group, Inc OEF ($309.56) Holding Chart

Financial Partners Group, 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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