Gutierrez Wealth Advisory, LLC Ishares S&P 100 ETF Transaction History

Gutierrez Wealth Advisory, LLC

$121 Billion
Q4 2024

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 1,159 shares of OEF stock, worth $308,328. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,159

Holding current value

$308,328

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	N/A	1,159 New	1,159 $335 Million

Others Institutions Holding OEF

# of Institutions

897

Shares Held

86.2M

Call Options Held

9.9K

Put Options Held

21.2K

Demars Financial Group, LLC

50.7M
Shares

$13.5 Billion
5.65% of portfolio
Bank Of America Corp Charlotte, NC

5.87M
Shares

$1.56 Billion
0.13% of portfolio
Fifth Third Bancorp

2.36M
Shares

$629 Million
2.32% of portfolio
Jones Financial Companies Lllp

1.92M
Shares

$512 Million
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

1.42M
Shares

$379 Million
0.03% of portfolio

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Gutierrez Wealth Advisory, LLC Ishares S&P 100 ETF Transaction History