Altus Wealth Group LLC IVV Holdings History
Altus Wealth Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 46,769.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.28 Mil. This investment constitutes 12.31% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Altus Wealth Group LLC has made 10 purchases of IVV, at an average price of $509.56, for a total of 46,769.00 shares. Based on historical transaction data and IVV's current price of $637.33, Altus Wealth Group LLC's estimated gain on his IVV holdings is $5.98 Mil, reflecting a 25.07% gain to date.
Altus Wealth Group LLC IVV ($637.33) Holding Chart
Altus Wealth Group LLC IVV ($637.33) 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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