Quadrant Private Wealth Management, LLC OEF Holdings History
Quadrant Private Wealth Management, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Quadrant Private Wealth Management, LLC held 17,083.00 shares of iShares S&P 100 ETF(OEF), totaling $4.63 Mil. This investment constitutes 1.15% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0.03% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q1. And since then Quadrant Private Wealth Management, LLC has made 6 purchases of OEF, at an average price of $255.26, for a total of 20,248.00 shares. In addition, there have been 3 sales at an average price of $233.06 for 3,165.00 shares. Based on historical transaction data and OEF's current price of $305.06, Quadrant Private Wealth Management, LLC's estimated gain on his OEF holdings is $780,565.94, reflecting a 15.10% gain to date.
Quadrant Private Wealth Management, LLC OEF ($305.06) Holding Chart
Quadrant Private Wealth Management, LLC OEF ($305.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
