CONTINUUM WEALTH ADVISORS, LLC IVV Holdings History
CONTINUUM WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 52,516.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.51 Mil. This investment constitutes 15.13% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then CONTINUUM WEALTH ADVISORS, LLC has made 6 purchases of IVV, at an average price of $467.84, for a total of 56,277.00 shares. In addition, there have been 3 sales at an average price of $556.21 for 3,761.00 shares. Based on historical transaction data and IVV's current price of $632.07, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $8.96 Mil, reflecting a 34.02% gain to date.
CONTINUUM WEALTH ADVISORS, LLC IVV ($632.07) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC IVV ($632.07) 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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