W ADVISORS, LLC OEF Holdings History

Number of Shares
26,156.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
4.43%
Total Estimate Gain
$3.16 Mil
% of Total Estimate Gain
46.49%

W ADVISORS, LLC's iShares S&P 100 ETF Holding Summary

As of 2025-03-31, W ADVISORS, LLC held 26,156.00 shares of iShares S&P 100 ETF(OEF), totaling $7.08 Mil. This investment constitutes 4.43% of their stock portfolio, and W ADVISORS, LLC now holds 0.04% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 8 purchases of OEF, at an average price of $195.29, for a total of 34,849.00 shares. In addition, there have been 5 sales at an average price of $214.32 for 8,693.00 shares. Based on historical transaction data and OEF's current price of $309.94, W ADVISORS, LLC's estimated gain on his OEF holdings is $3.16 Mil, reflecting a 46.49% gain to date.

W ADVISORS, LLC OEF ($309.94) Holding Chart

W ADVISORS, LLC OEF ($309.94) 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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