Chancellor Financial Group WB LP IVV Holdings History
Chancellor Financial Group WB LP's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Chancellor Financial Group WB LP held 11,242.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.32 Mil. This investment constitutes 5.22% of their stock portfolio, and Chancellor Financial Group WB LP now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 56.00 shares. Based on historical transaction data and IVV's current price of $635.32, Chancellor Financial Group WB LP's estimated gain on his IVV holdings is $484,321.46, reflecting a 7.24% gain to date.
Chancellor Financial Group WB LP IVV ($635.32) Holding Chart
Chancellor Financial Group WB LP IVV ($635.32) 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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