Advus Financial Partners, LLC

Position in OEF — iShares S&P 100 ETF

CIK 2150676 WINTER PARK, FL

Back to OEF Full portfolio

All Filings in OEF

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 OEF	$3,164,043	8,648	-19.6%	Shares	Sole	2026-08-25
2026-03-31 OEF	$3,421,160	10,756	+23.6%	Shares	Sole	2026-08-25
2025-12-31 OEF	$2,983,496	8,699	+37.4%	Shares	Sole	2026-08-25
2025-09-30 OEF	$2,107,210	6,331	+57.0%	Shares	Sole	2026-08-25
2025-06-30 OEF	$1,227,139	4,032	+190.5%	Shares	Sole	2026-08-25
2025-03-31 OEF	$375,912	1,388	+12.0%	Shares	Sole	2026-08-25
2024-09-30 OEF	$342,905	1,239	-38.8%	Shares	Sole	2026-08-25
2024-06-30 OEF	$535,207	2,025	-10.5%	Shares	Sole	2026-08-25
2024-03-31 OEF	$559,641	2,262	+13.9%	Shares	Sole	2026-08-25
2023-12-31 OEF	$443,652	1,986	—	Shares	Sole	2026-08-25
No filing history on record for this holder in this stock.