Fiduciary Planning LLC Ishares S&P 100 ETF Transaction History
Fiduciary Planning LLC
- $257 Million
- Q3 2025
A detailed history of Fiduciary Planning LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 33,052 shares of OEF stock, worth $8.79 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
33,052
Previous 30,426
8.63%
Holding current value
$8.79 Million
Previous $8.09 Million
8.62%
% of portfolio
3.42%
Previous 3.45%
Shares
6 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio