Kelly Financial Services LLC OEF Holdings History
Kelly Financial Services LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 31,245.00 shares of iShares S&P 100 ETF(OEF), totaling $8.46 Mil. This investment constitutes 2.94% of their stock portfolio, and Kelly Financial Services LLC now holds 0.05% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2019Q3. And since then Kelly Financial Services LLC has made 9 purchases of OEF, at an average price of $231.27, for a total of 51,131.00 shares. In addition, there have been 5 sales at an average price of $225.74 for 19,886.00 shares. Based on historical transaction data and OEF's current price of $307.86, Kelly Financial Services LLC's estimated gain on his OEF holdings is $2.28 Mil, reflecting a 19.31% gain to date.
Kelly Financial Services LLC OEF ($307.86) Holding Chart
Kelly Financial 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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