Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$874,624.44
% of Total Estimate Gain
6.53%

Ariadne Wealth Management, LP's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, Ariadne Wealth Management, LP held - shares of iShares Russell 3000 ETF(IWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2024Q3. And since then Ariadne Wealth Management, LP has made 1 purchases of IWV, at an average price of $314.76, for a total of 42,547.00 shares. In addition, there have been 2 sales at an average price of $335.32 for 42,547.00 shares. Based on historical transaction data and IWV's current price of $357.42, Ariadne Wealth Management, LP's estimated gain on his IWV holdings is $874,624.44, reflecting a 6.53% gain to date.

Ariadne Wealth Management, LP IWV ($357.42) Holding Chart

Ariadne Wealth Management, LP IWV ($357.42) 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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