Wealth Forward, LLC Ishares S&P 100 ETF Transaction History

Wealth Forward, LLC

  • $128 Billion
  • Q2 2024

A detailed history of Wealth Forward, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wealth Forward, LLC holds 47,594 shares of OEF stock, worth $12.7 Million. This represents 9.83% of its overall portfolio holdings.

Number of Shares
47,594
Previous 47,147 0.95%
Holding current value
$12.7 Million
Previous $11.7 Billion 7.84%
% of portfolio
9.83%
Previous 9.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$234.68 - $265.99 $104,901 - $118,897
447 Added 0.95%
47,594 $12.6 Billion
Q1 2024

May 07, 2024
BUY
$219.81 - $247.98 $235,416 - $265,586
1,071 Added 2.32%
47,147 $11.7 Billion
Q4 2023

Feb 21, 2024
BUY
$193.71 - $224.12 $8.93 Million - $10.3 Million
46,076 New
46,076 $10.3 Billion

Others Institutions Holding OEF

# of Institutions
798
Shares Held
34.9M
Call Options Held
9.6K
Put Options Held
15.1K
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 Wealth Forward, LLC Portfolio

Follow Wealth Forward, 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 Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email