Wealth Group Ltd OEF Holdings History
Wealth Group Ltd's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, Wealth Group Ltd held 21,214.00 shares of iShares S&P 100 ETF(OEF), totaling $6.46 Mil. This investment constitutes 1.64% of their stock portfolio, and Wealth Group Ltd now holds 0.03% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2025Q1. And since then Wealth Group Ltd has made 2 purchases of OEF, at an average price of $280.29, for a total of 21,214.00 shares. Based on historical transaction data and OEF's current price of $309.56, Wealth Group Ltd's estimated gain on his OEF holdings is $620,938.45, reflecting a 10.44% gain to date.
Wealth Group Ltd OEF ($309.56) Holding Chart
Wealth Group Ltd OEF ($309.56) 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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