PRIVATE CLIENT SERVICES, LLC OEF Holdings History
PRIVATE CLIENT SERVICES, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 25,682.00 shares of iShares S&P 100 ETF(OEF), totaling $7.82 Mil. This investment constitutes 3.04% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.04% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 5 purchases of OEF, at an average price of $221.07, for a total of 26,665.00 shares. In addition, there have been 1 sales at an average price of $278.51 for 983.00 shares. Based on historical transaction data and OEF's current price of $309.56, PRIVATE CLIENT SERVICES, LLC's estimated gain on his OEF holdings is $2.33 Mil, reflecting a 39.51% gain to date.
PRIVATE CLIENT SERVICES, LLC OEF ($309.56) Holding Chart
PRIVATE CLIENT SERVICES, 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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