Number of Shares
493,521.00
Current Holdings Value*
$13.04 Mil
% of Portfolio
5.75%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
9.10%

O'Connor Financial Group LLC's Eventide US Market ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 493,521.00 shares of Eventide US Market ETF(EUSM), totaling $13.04 Mil. This investment constitutes 5.75% of their stock portfolio, and O'Connor Financial Group LLC now holds -% of the outstanding Eventide US Market ETF(EUSM) stock.

The initial trade took place in 2025Q1. And since then O'Connor Financial Group LLC has made 2 purchases of EUSM, at an average price of $24.22, for a total of 493,521.00 shares. Based on historical transaction data and EUSM's current price of $26.42, O'Connor Financial Group LLC's estimated gain on his EUSM holdings is $1.09 Mil, reflecting a 9.10% gain to date.

O'Connor Financial Group LLC EUSM ($26.42) Holding Chart

O'Connor Financial Group LLC EUSM ($26.42) 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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