Pettinga Financial Advisors LLC OEF Holdings History
Pettinga Financial Advisors LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 25,114.00 shares of iShares S&P 100 ETF(OEF), totaling $6.80 Mil. This investment constitutes 1.6% of their stock portfolio, and Pettinga Financial Advisors 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 Pettinga Financial Advisors LLC has made 2 purchases of OEF, at an average price of $248.84, for a total of 50,073.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 24,959.00 shares. Based on historical transaction data and OEF's current price of $310.25, Pettinga Financial Advisors LLC's estimated gain on his OEF holdings is $1.22 Mil, reflecting a 9.81% gain to date.
Pettinga Financial Advisors LLC OEF ($310.25) Holding Chart
Pettinga Financial Advisors LLC OEF ($310.25) 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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