Turtle Creek Wealth Advisors, LLC OEF Holdings History
Turtle Creek Wealth Advisors, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held - shares of iShares S&P 100 ETF(OEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 1 purchases of OEF, at an average price of $282.65, for a total of 36,168.00 shares. In addition, there have been 1 sales at an average price of $287.14 for 36,168.00 shares. Based on historical transaction data and OEF's current price of $309.56, Turtle Creek Wealth Advisors, LLC's estimated gain on his OEF holdings is $162,367.82, reflecting a 1.59% gain to date.
Turtle Creek Wealth Advisors, LLC OEF ($309.56) Holding Chart
Turtle Creek Wealth Advisors, 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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