Avantra Family Wealth, Inc. IVV Holdings History
Avantra Family Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $574.70 for 2,504.00 shares. Based on historical transaction data and IVV's current price of $637.58, Avantra Family Wealth, Inc.'s estimated gain on his IVV holdings is $-43,888.80, reflecting a -2.96% gain to date.
Avantra Family Wealth, Inc. IVV ($637.58) Holding Chart
Avantra Family Wealth, Inc. IVV ($637.58) 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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