Seven Post Investment Office LP OEF Holdings History
Number of Shares
9,086.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
1.04%
Total Estimate Gain
$307,197.66
% of Total Estimate Gain
12.14%
Seven Post Investment Office LP's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Seven Post Investment Office LP held 9,086.00 shares of iShares S&P 100 ETF(OEF), totaling $2.77 Mil. This investment constitutes 1.04% of their stock portfolio, and Seven Post Investment Office LP now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q2. And since then Seven Post Investment Office LP has made 1 purchases of OEF, at an average price of $278.51, for a total of 9,086.00 shares. Based on historical transaction data and OEF's current price of $312.32, Seven Post Investment Office LP's estimated gain on his OEF holdings is $307,197.66, reflecting a 12.14% gain to date.
Seven Post Investment Office LP OEF ($312.32) Holding Chart
Seven Post Investment Office LP OEF ($312.32) 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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