Chung Wu Investment Group, LLC IVV Holdings History
Chung Wu Investment Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Chung Wu Investment Group, LLC held 18,250.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.25 Mil. This investment constitutes 12.26% of their stock portfolio, and Chung Wu Investment Group, LLC 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 432.00 shares. Based on historical transaction data and IVV's current price of $630.67, Chung Wu Investment Group, LLC's estimated gain on his IVV holdings is $700,786.96, reflecting a 6.33% gain to date.
Chung Wu Investment Group, LLC IVV ($630.67) Holding Chart
Chung Wu Investment Group, LLC IVV ($630.67) 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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