Forthright Family Wealth Advisory LLC OEF Holdings History
Forthright Family Wealth Advisory LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held - shares of iShares S&P 100 ETF(OEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 2 purchases of OEF, at an average price of $212.40, for a total of 14,001.00 shares. In addition, there have been 3 sales at an average price of $282.94 for 14,001.00 shares. Based on historical transaction data and OEF's current price of $309.94, Forthright Family Wealth Advisory LLC's estimated gain on his OEF holdings is $987,620.99, reflecting a 33.21% gain to date.
Forthright Family Wealth Advisory LLC OEF ($309.94) Holding Chart
Forthright Family Wealth Advisory LLC OEF ($309.94) 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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