ONE WEALTH CAPITAL MANAGEMENT, LLC OEF Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 9,025.00 shares of iShares S&P 100 ETF(OEF), totaling $2.44 Mil. This investment constitutes 1.31% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of OEF, at an average price of $286.83, for a total of 9,025.00 shares. Based on historical transaction data and OEF's current price of $309.56, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his OEF holdings is $205,159.13, reflecting a 7.93% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC OEF ($309.56) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, 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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