ATMOS ADVISORY, LLC IVV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1,907.48
% of Total Estimate Gain
-0.29%

ATMOS ADVISORY, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, ATMOS ADVISORY, LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then ATMOS ADVISORY, LLC has made 1 purchases of IVV, at an average price of $592.23, for a total of 1,109.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 1,109.00 shares. Based on historical transaction data and IVV's current price of $627.74, ATMOS ADVISORY, LLC's estimated gain on his IVV holdings is $-1,907.48, reflecting a -0.29% gain to date.

ATMOS ADVISORY, LLC IVV ($627.74) Holding Chart

ATMOS ADVISORY, LLC IVV ($627.74) 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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