SWP FINANCIAL LLC OEF Holdings History
SWP FINANCIAL LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 6,754.00 shares of iShares S&P 100 ETF(OEF), totaling $1.83 Mil. This investment constitutes 1.12% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q1. And since then SWP FINANCIAL LLC has made 1 purchases of OEF, at an average price of $287.14, for a total of 6,754.00 shares. Based on historical transaction data and OEF's current price of $303.11, SWP FINANCIAL LLC's estimated gain on his OEF holdings is $107,861.38, reflecting a 5.56% gain to date.
SWP FINANCIAL LLC OEF ($303.11) Holding Chart
SWP FINANCIAL LLC OEF ($303.11) 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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