MONECO Advisors, LLC OEF Holdings History
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 $312.71, MONECO Advisors, LLC's estimated gain on his OEF holdings is $6.44 Mil, reflecting a 42.16% gain to date.
MONECO Advisors, LLC OEF ($312.71) Holding Chart
MONECO Advisors, LLC 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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