KESTRA PRIVATE WEALTH SERVICES, LLC OEF Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 30,940.00 shares of iShares S&P 100 ETF(OEF), totaling $8.38 Mil. This investment constitutes 0.14% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.05% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q1. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 8 purchases of OEF, at an average price of $257.81, for a total of 31,618.00 shares. In addition, there have been 1 sales at an average price of $286.25 for 678.00 shares. Based on historical transaction data and OEF's current price of $307.86, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his OEF holdings is $1.57 Mil, reflecting a 19.23% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC OEF ($307.86) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, 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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