Keystone Financial Services OEF Holdings History
Keystone Financial Services's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 19,075.00 shares of iShares S&P 100 ETF(OEF), totaling $5.17 Mil. This investment constitutes 1.97% of their stock portfolio, and Keystone Financial Services now holds 0.03% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Keystone Financial Services has made 2 purchases of OEF, at an average price of $244.46, for a total of 42,908.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 23,833.00 shares. Based on historical transaction data and OEF's current price of $312.71, Keystone Financial Services's estimated gain on his OEF holdings is $1.10 Mil, reflecting a 10.49% gain to date.
Keystone Financial Services OEF ($312.71) Holding Chart
Keystone Financial Services OEF ($312.71) 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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