Confluence Wealth Management LLC IVV Holdings History
Confluence Wealth Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 55,201.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.48 Mil. This investment constitutes 8.1% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Confluence Wealth Management LLC has made 7 purchases of IVV, at an average price of $207.01, for a total of 81,974.00 shares. In addition, there have been 8 sales at an average price of $281.76 for 26,773.00 shares. Based on historical transaction data and IVV's current price of $628.17, Confluence Wealth Management LLC's estimated gain on his IVV holdings is $25.25 Mil, reflecting a 148.79% gain to date.
Confluence Wealth Management LLC IVV ($628.17) Holding Chart
Confluence Wealth Management LLC IVV ($628.17) 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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