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 %

Top Ranked Articles

  • 1