PMG Wealth Management, Inc. OEF Holdings History
PMG Wealth Management, Inc.'s iShares S&P 100 ETF Holding Summary
As of 2025-06-30, PMG Wealth Management, Inc. held 26,173.00 shares of iShares S&P 100 ETF(OEF), totaling $7.97 Mil. This investment constitutes 6.57% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.04% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 1 purchases of OEF, at an average price of $285.83, for a total of 26,475.00 shares. In addition, there have been 1 sales at an average price of $287.14 for 302.00 shares. Based on historical transaction data and OEF's current price of $309.56, PMG Wealth Management, Inc.'s estimated gain on his OEF holdings is $621,398.65, reflecting a 8.21% gain to date.
PMG Wealth Management, Inc. OEF ($309.56) Holding Chart
PMG Wealth Management, Inc. 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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