Wealth Forward, LLC OEF Holdings History
Wealth Forward, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 60,802.00 shares of iShares S&P 100 ETF(OEF), totaling $16.47 Mil. This investment constitutes 11.72% of their stock portfolio, and Wealth Forward, LLC now holds 0.1% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 4 purchases of OEF, at an average price of $224.45, for a total of 61,203.00 shares. In addition, there have been 1 sales at an average price of $287.14 for 401.00 shares. Based on historical transaction data and OEF's current price of $308.32, Wealth Forward, LLC's estimated gain on his OEF holdings is $5.12 Mil, reflecting a 37.31% gain to date.
Wealth Forward, LLC OEF ($308.32) Holding Chart
Wealth Forward, LLC OEF ($308.32) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
