Shared Vision Wealth Group LLC OEF Holdings History
Shared Vision Wealth Group LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 10,368.00 shares of iShares S&P 100 ETF(OEF), totaling $2.81 Mil. This investment constitutes 1.53% of their stock portfolio, and Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC has made 3 purchases of OEF, at an average price of $235.74, for a total of 15,106.00 shares. In addition, there have been 2 sales at an average price of $236.13 for 4,738.00 shares. Based on historical transaction data and OEF's current price of $308.32, Shared Vision Wealth Group LLC's estimated gain on his OEF holdings is $754,369.74, reflecting a 21.18% gain to date.
Shared Vision Wealth Group LLC OEF ($308.32) Holding Chart
Shared Vision Wealth Group LLC OEF ($308.32) 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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