Atlantic Edge Private Wealth Management, LLC IVV Holdings History
Atlantic Edge Private Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 16,488.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.26 Mil. This investment constitutes 2.83% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 4 purchases of IVV, at an average price of $463.82, for a total of 16,658.00 shares. In addition, there have been 1 sales at an average price of $525.83 for 170.00 shares. Based on historical transaction data and IVV's current price of $623.83, Atlantic Edge Private Wealth Management, LLC's estimated gain on his IVV holdings is $2.65 Mil, reflecting a 34.28% gain to date.
Atlantic Edge Private Wealth Management, LLC IVV ($623.83) Holding Chart
Atlantic Edge Private Wealth Management, LLC IVV ($623.83) 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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