WEALTHSOURCE PARTNERS, LLC OEF Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares S&P 100 ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 88,720.00 shares of iShares S&P 100 ETF(OEF), totaling $19.82 Mil. This investment constitutes 1.29% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.22% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then WEALTHSOURCE PARTNERS, LLC has made 1 purchases of OEF, at an average price of $210.30, for a total of 88,720.00 shares. Based on historical transaction data and OEF's current price of $307.42, WEALTHSOURCE PARTNERS, LLC's estimated gain on his OEF holdings is $8.62 Mil, reflecting a 46.18% gain to date.
WEALTHSOURCE PARTNERS, LLC OEF ($307.42) Holding Chart
WEALTHSOURCE PARTNERS, LLC OEF ($307.42) 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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