Spectrum Planning & Advisory Services Inc. OEF Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 7,559.00 shares of iShares S&P 100 ETF(OEF), totaling $2.30 Mil. This investment constitutes 1.49% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Spectrum Planning & Advisory Services Inc. has made 2 purchases of OEF, at an average price of $250.25, for a total of 12,907.00 shares. In addition, there have been 1 sales at an average price of $250.27 for 5,348.00 shares. Based on historical transaction data and OEF's current price of $310.29, Spectrum Planning & Advisory Services Inc.'s estimated gain on his OEF holdings is $453,984.58, reflecting a 14.06% gain to date.
Spectrum Planning & Advisory Services Inc. OEF ($310.29) Holding Chart
Spectrum Planning & Advisory Services Inc. OEF ($310.29) 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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