MONECO Advisors, LLC OEF Holdings History

Number of Shares
46,213.00
Current Holdings Value*
$12.52 Mil
% of Portfolio
1.29%
Total Estimate Gain
$6.29 Mil
% of Total Estimate Gain
41.21%

MONECO Advisors, LLC's iShares S&P 100 ETF Holding Summary

As of 2025-03-31, MONECO Advisors, LLC held 46,213.00 shares of iShares S&P 100 ETF(OEF), totaling $12.52 Mil. This investment constitutes 1.29% of their stock portfolio, and MONECO Advisors, LLC now holds 0.07% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2023Q4. And since then MONECO Advisors, LLC has made 2 purchases of OEF, at an average price of $213.24, for a total of 71,637.00 shares. In addition, there have been 4 sales at an average price of $285.76 for 25,424.00 shares. Based on historical transaction data and OEF's current price of $309.56, MONECO Advisors, LLC's estimated gain on his OEF holdings is $6.29 Mil, reflecting a 41.21% gain to date.

MONECO Advisors, LLC OEF ($309.56) Holding Chart

MONECO Advisors, LLC OEF ($309.56) 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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