SWMG, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 10,180.00 shares of iShares S&P 100 ETF(OEF), totaling $2.73 Mil. This investment constitutes 1.08% of their stock portfolio, and SWMG, LLC now holds 0.02% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then SWMG, LLC has made 2 purchases of OEF, at an average price of $245.39, for a total of 22,292.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 12,112.00 shares. Based on historical transaction data and OEF's current price of $309.56, SWMG, LLC's estimated gain on his OEF holdings is $539,514.00, reflecting a 9.86% gain to date.
SWMG, LLC OEF ($309.56) Holding Chart
SWMG, 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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