Retirement Wealth Solutions LLC OEF Holdings History
Retirement Wealth Solutions LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 6,319.00 shares of iShares S&P 100 ETF(OEF), totaling $1.92 Mil. This investment constitutes 1.4% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 2 purchases of OEF, at an average price of $284.95, for a total of 6,319.00 shares. Based on historical transaction data and OEF's current price of $312.71, Retirement Wealth Solutions LLC's estimated gain on his OEF holdings is $175,386.08, reflecting a 9.74% gain to date.
Retirement Wealth Solutions LLC OEF ($312.71) Holding Chart
Retirement Wealth Solutions 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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