WEALTH ALLIANCE, LLC OEF Holdings History
WEALTH ALLIANCE, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 34,837.00 shares of iShares S&P 100 ETF(OEF), totaling $9.43 Mil. This investment constitutes 1.14% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.06% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2021Q3. And since then WEALTH ALLIANCE, LLC has made 9 purchases of OEF, at an average price of $233.07, for a total of 57,825.00 shares. In addition, there have been 6 sales at an average price of $227.74 for 22,988.00 shares. Based on historical transaction data and OEF's current price of $312.71, WEALTH ALLIANCE, LLC's estimated gain on his OEF holdings is $2.65 Mil, reflecting a 19.68% gain to date.
WEALTH ALLIANCE, LLC OEF ($312.71) Holding Chart
WEALTH ALLIANCE, LLC OEF ($312.71) 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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