WATERSHED PRIVATE WEALTH LLC OEF Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 25,193.00 shares of iShares S&P 100 ETF(OEF), totaling $7.67 Mil. This investment constitutes 2.79% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.04% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 7 purchases of OEF, at an average price of $274.75, for a total of 25,193.00 shares. Based on historical transaction data and OEF's current price of $313.02, WATERSHED PRIVATE WEALTH LLC's estimated gain on his OEF holdings is $964,154.68, reflecting a 13.93% gain to date.
WATERSHED PRIVATE WEALTH LLC OEF ($313.02) Holding Chart
WATERSHED PRIVATE WEALTH 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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