Ridgeline Wealth, LLC OEF Holdings History
Number of Shares
14,149.00
Current Holdings Value*
$4.31 Mil
% of Portfolio
3.51%
Total Estimate Gain
$313,627.53
% of Total Estimate Gain
6.73%
Ridgeline Wealth, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 14,149.00 shares of iShares S&P 100 ETF(OEF), totaling $4.31 Mil. This investment constitutes 3.51% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $278.68 for 2,138.00 shares. Based on historical transaction data and OEF's current price of $309.56, Ridgeline Wealth, LLC's estimated gain on his OEF holdings is $313,627.53, reflecting a 6.73% gain to date.
Ridgeline Wealth, LLC OEF ($309.56) Holding Chart
Ridgeline Wealth, 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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