Number of Shares
20,078.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
1.71%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
64.15%

Squar Milner Financial Services LLC's iShares S&P 100 ETF Holding Summary

As of 2020-06-30, Squar Milner Financial Services LLC held 20,078.00 shares of iShares S&P 100 ETF(OEF), totaling $2.86 Mil. This investment constitutes 1.71% of their stock portfolio, and Squar Milner Financial Services LLC now holds 0.05% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2019Q3. And since then Squar Milner Financial Services LLC has made 3 purchases of OEF, at an average price of $132.95, for a total of 42,801.00 shares. In addition, there have been 1 sales at an average price of $137.55 for 22,723.00 shares. Based on historical transaction data and OEF's current price of $309.56, Squar Milner Financial Services LLC's estimated gain on his OEF holdings is $3.65 Mil, reflecting a 64.15% gain to date.

Squar Milner Financial Services LLC OEF ($309.56) Holding Chart

Squar Milner Financial Services 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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