ALTERNA WEALTH MANAGEMENT, INC IVV Holdings History
ALTERNA WEALTH MANAGEMENT, INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 6,602.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.71 Mil. This investment constitutes 2.81% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 14 purchases of IVV, at an average price of $369.85, for a total of 26,922.00 shares. In addition, there have been 8 sales at an average price of $380.66 for 20,320.00 shares. Based on historical transaction data and IVV's current price of $627.25, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his IVV holdings is $1.92 Mil, reflecting a 19.27% gain to date.
ALTERNA WEALTH MANAGEMENT, INC IVV ($627.25) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC IVV ($627.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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