Centricity Wealth Management, LLC IVV Holdings History
Centricity Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 7,498.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.21 Mil. This investment constitutes 3.82% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of IVV, at an average price of $592.18, for a total of 7,498.00 shares. Based on historical transaction data and IVV's current price of $626.44, Centricity Wealth Management, LLC's estimated gain on his IVV holdings is $256,857.46, reflecting a 5.78% gain to date.
Centricity Wealth Management, LLC IVV ($626.44) Holding Chart
Centricity Wealth Management, LLC IVV ($626.44) 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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