Capital Advisors Wealth Management, LLC IVV Holdings History
Capital Advisors Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 62,282.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.00 Mil. This investment constitutes 6.18% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 15 purchases of IVV, at an average price of $413.25, for a total of 62,801.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 519.00 shares. Based on historical transaction data and IVV's current price of $637.33, Capital Advisors Wealth Management, LLC's estimated gain on his IVV holdings is $14.03 Mil, reflecting a 54.06% gain to date.
Capital Advisors Wealth Management, LLC IVV ($637.33) Holding Chart
Capital Advisors Wealth Management, LLC IVV ($637.33) 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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