O'Connor Financial Group LLC ELCV Holdings History
Number of Shares
209,941.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
2.37%
Total Estimate Gain
$325,408.55
% of Total Estimate Gain
6.36%
O'Connor Financial Group LLC's Eventide High Dividend ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held 209,941.00 shares of Eventide High Dividend ETF(ELCV), totaling $5.38 Mil. This investment constitutes 2.37% of their stock portfolio, and O'Connor Financial Group LLC now holds -% of the outstanding Eventide High Dividend ETF(ELCV) stock.
The initial trade took place in 2025Q2. And since then O'Connor Financial Group LLC has made 1 purchases of ELCV, at an average price of $24.36, for a total of 209,941.00 shares. Based on historical transaction data and ELCV's current price of $25.91, O'Connor Financial Group LLC's estimated gain on his ELCV holdings is $325,408.55, reflecting a 6.36% gain to date.
O'Connor Financial Group LLC ELCV ($25.91) Holding Chart
O'Connor Financial Group LLC ELCV ($25.91) 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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