W ADVISORS, LLC OEF Holdings History
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 $313.02, W ADVISORS, LLC's estimated gain on his OEF holdings is $3.24 Mil, reflecting a 47.68% gain to date.
W ADVISORS, LLC OEF ($313.02) Holding Chart
W ADVISORS, LLC OEF ($313.02) 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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