Midwest Capital Advisors, LLC OEF Holdings History
Number of Shares
13,211.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
2.2%
Total Estimate Gain
$296,276.06
% of Total Estimate Gain
7.81%
Midwest Capital Advisors, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Midwest Capital Advisors, LLC held 13,211.00 shares of iShares S&P 100 ETF(OEF), totaling $3.58 Mil. This investment constitutes 2.2% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then Midwest Capital Advisors, LLC has made 1 purchases of OEF, at an average price of $287.13, for a total of 13,211.00 shares. Based on historical transaction data and OEF's current price of $309.56, Midwest Capital Advisors, LLC's estimated gain on his OEF holdings is $296,276.06, reflecting a 7.81% gain to date.
Midwest Capital Advisors, LLC OEF ($309.56) Holding Chart
Midwest Capital 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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