Number of Shares
70,949.00
Current Holdings Value*
$37.30 Mil
% of Portfolio
18.67%
Total Estimate Gain
$18.17 Mil
% of Total Estimate Gain
39.30%

Benedetti & Gucer, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2024-03-31, Benedetti & Gucer, Inc. held 70,949.00 shares of iShares Core S&P 500 ETF(IVV), totaling $37.30 Mil. This investment constitutes 18.67% of their stock portfolio, and Benedetti & Gucer, Inc. now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q1. And since then Benedetti & Gucer, Inc. has made 4 purchases of IVV, at an average price of $392.76, for a total of 117,712.00 shares. In addition, there have been 8 sales at an average price of $440.39 for 46,763.00 shares. Based on historical transaction data and IVV's current price of $617.46, Benedetti & Gucer, Inc.'s estimated gain on his IVV holdings is $18.17 Mil, reflecting a 39.30% gain to date.

Benedetti & Gucer, Inc. IVV ($617.46) Holding Chart

Benedetti & Gucer, Inc. IVV ($617.46) 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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