FundX Investment Group, LLC OEF Holdings History
FundX Investment Group, LLC's iShares S&P 100 ETF Holding Summary
As of 2021-12-31, FundX Investment Group, LLC held 168,493.00 shares of iShares S&P 100 ETF(OEF), totaling $36.92 Mil. This investment constitutes 8.98% of their stock portfolio, and FundX Investment Group, LLC now holds 0.39% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2014Q4. And since then FundX Investment Group, LLC has made 3 purchases of OEF, at an average price of $107.24, for a total of 631,909.00 shares. In addition, there have been 2 sales at an average price of $90.97 for 463,416.00 shares. Based on historical transaction data and OEF's current price of $307.86, FundX Investment Group, LLC's estimated gain on his OEF holdings is $26.26 Mil, reflecting a 38.75% gain to date.
FundX Investment Group, LLC OEF ($307.86) Holding Chart
FundX Investment Group, LLC OEF ($307.86) 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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