Onyx Bridge Wealth Group LLC OEF Holdings History
Number of Shares
45,023.00
Current Holdings Value*
$12.19 Mil
% of Portfolio
1.75%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
7.81%
Onyx Bridge Wealth Group LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 45,023.00 shares of iShares S&P 100 ETF(OEF), totaling $12.19 Mil. This investment constitutes 1.75% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.07% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q1. And since then Onyx Bridge Wealth Group LLC has made 1 purchases of OEF, at an average price of $287.14, for a total of 45,023.00 shares. Based on historical transaction data and OEF's current price of $309.56, Onyx Bridge Wealth Group LLC's estimated gain on his OEF holdings is $1.01 Mil, reflecting a 7.81% gain to date.
Onyx Bridge Wealth Group LLC OEF ($309.56) Holding Chart
Onyx Bridge Wealth Group 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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