A detailed history of Palumbo Wealth Management LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 6,556 shares of OEF stock, worth $1.74 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
6,556
Previous 7,947 17.5%
Holding current value
$1.74 Million
Previous $2.1 Million 16.95%
% of portfolio
0.69%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$266.03 - $266.03 $370,047 - $370,047
-1,391 Reduced 17.5%
6,556 $1.74 Million
Q2 2024

Aug 02, 2024

SELL
$234.68 - $265.99 $1 Million - $1.14 Million
-4,271 Reduced 34.96%
7,947 $2.1 Million
Q1 2024

Apr 15, 2024

BUY
$219.81 - $247.98 $2.69 Million - $3.03 Million
12,218 New
12,218 $3.02 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

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

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.