Number of Shares
10,572.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
2.36%
Total Estimate Gain
$201,653.15
% of Total Estimate Gain
3.53%

Nova Wealth Management, Inc.'s iShares S&P 100 ETF Holding Summary

As of 2025-06-30, Nova Wealth Management, Inc. held 10,572.00 shares of iShares S&P 100 ETF(OEF), totaling $3.22 Mil. This investment constitutes 2.36% of their stock portfolio, and Nova Wealth Management, Inc. now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2024Q4. And since then Nova Wealth Management, Inc. has made 1 purchases of OEF, at an average price of $286.70, for a total of 19,937.00 shares. In addition, there have been 1 sales at an average price of $278.51 for 9,365.00 shares. Based on historical transaction data and OEF's current price of $313.02, Nova Wealth Management, Inc.'s estimated gain on his OEF holdings is $201,653.15, reflecting a 3.53% gain to date.

Nova Wealth Management, Inc. OEF ($313.02) Holding Chart

Nova Wealth Management, Inc. OEF ($313.02) 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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