Atria Wealth Solutions, Inc. IVV Holdings History
Atria Wealth Solutions, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 427,459.00 shares of iShares Core S&P 500 ETF(IVV), totaling $240.19 Mil. This investment constitutes 2.89% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 6 purchases of IVV, at an average price of $435.10, for a total of 558,491.00 shares. In addition, there have been 6 sales at an average price of $520.02 for 131,032.00 shares. Based on historical transaction data and IVV's current price of $631.74, Atria Wealth Solutions, Inc.'s estimated gain on his IVV holdings is $95.18 Mil, reflecting a 39.17% gain to date.
Atria Wealth Solutions, Inc. IVV ($631.74) Holding Chart
Atria Wealth Solutions, Inc. IVV ($631.74) 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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