Kelly Financial Services LLC OEF Holdings History
Kelly Financial Services LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 41,042.00 shares of iShares S&P 100 ETF(OEF), totaling $12.49 Mil. This investment constitutes 3.68% of their stock portfolio, and Kelly Financial Services LLC now holds 0.06% 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 10 purchases of OEF, at an average price of $238.87, for a total of 60,928.00 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 $311.34, Kelly Financial Services LLC's estimated gain on his OEF holdings is $2.71 Mil, reflecting a 18.64% gain to date.
Kelly Financial Services LLC OEF ($311.34) Holding Chart
Kelly Financial Services LLC OEF ($311.34) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
