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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