Number of Shares
13,967.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
0.16%
Total Estimate Gain
$298,330.04
% of Total Estimate Gain
2.96%

CENTAURUS FINANCIAL, INC.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, CENTAURUS FINANCIAL, INC. held 13,967.00 shares of iShares S&P 500 Value ETF(IVE), totaling $2.66 Mil. This investment constitutes 0.16% of their stock portfolio, and CENTAURUS FINANCIAL, INC. now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2018Q2. And since then CENTAURUS FINANCIAL, INC. has made 18 purchases of IVE, at an average price of $167.55, for a total of 60,124.00 shares. In addition, there have been 9 sales at an average price of $165.00 for 46,157.00 shares. Based on historical transaction data and IVE's current price of $197.34, CENTAURUS FINANCIAL, INC.'s estimated gain on his IVE holdings is $298,330.04, reflecting a 2.96% gain to date.

CENTAURUS FINANCIAL, INC. IVE ($197.34) Holding Chart

CENTAURUS FINANCIAL, INC. IVE ($197.34) 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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