True Wealth Design, LLC Ishares S&P 100 ETF Transaction History

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024

A detailed history of True Wealth Design, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 250 shares of OEF stock, worth $66,507. This represents 0.03% of its overall portfolio holdings.

Number of Shares
250
Previous 250 -0.0%
Holding current value
$66,507
Previous $66.1 Million 4.71%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$168.71 - $187.04 $32,054 - $35,537
-190 Reduced 43.18%
250 $46.8 Million
Q4 2022

Feb 15, 2023
BUY
$161.29 - $182.62 $70,967 - $80,352
440 New
440 $75.1 Million

Others Institutions Holding OEF

# of Institutions
837
Shares Held
35.8M
Call Options Held
9.9K
Put Options Held
26.4K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email