RCS Financial Planning, LLC OEF Holdings History
RCS Financial Planning, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 6,837.00 shares of iShares S&P 100 ETF(OEF), totaling $1.85 Mil. This investment constitutes 0.98% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 5 purchases of OEF, at an average price of $225.92, for a total of 10,979.00 shares. In addition, there have been 3 sales at an average price of $237.45 for 4,142.00 shares. Based on historical transaction data and OEF's current price of $309.56, RCS Financial Planning, LLC's estimated gain on his OEF holdings is $619,540.09, reflecting a 24.98% gain to date.
RCS Financial Planning, LLC OEF ($309.56) Holding Chart
RCS Financial Planning, 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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