PUREfi Wealth, LLC OEF Holdings History
PUREfi Wealth, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, PUREfi Wealth, LLC held 1,453.00 shares of iShares S&P 100 ETF(OEF), totaling $442,220.00. This investment constitutes 0.35% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q1. And since then PUREfi Wealth, LLC has made 1 purchases of OEF, at an average price of $287.14, for a total of 2,143.00 shares. In addition, there have been 1 sales at an average price of $278.51 for 690.00 shares. Based on historical transaction data and OEF's current price of $312.71, PUREfi Wealth, LLC's estimated gain on his OEF holdings is $31,198.51, reflecting a 5.07% gain to date.
PUREfi Wealth, LLC OEF ($312.71) Holding Chart
PUREfi Wealth, LLC OEF ($312.71) 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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