Avidian Wealth Enterprises, LLC IVV Holdings History
Avidian Wealth Enterprises, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 573,740.00 shares of iShares Core S&P 500 ETF(IVV), totaling $322.38 Mil. This investment constitutes 14.35% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Avidian Wealth Enterprises, LLC has made 21 purchases of IVV, at an average price of $381.01, for a total of 733,460.00 shares. In addition, there have been 7 sales at an average price of $404.36 for 159,720.00 shares. Based on historical transaction data and IVV's current price of $630.67, Avidian Wealth Enterprises, LLC's estimated gain on his IVV holdings is $146.97 Mil, reflecting a 52.59% gain to date.
Avidian Wealth Enterprises, LLC IVV ($630.67) Holding Chart
Avidian Wealth Enterprises, LLC IVV ($630.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
