Coordinated Financial Services, Inc. IVV Holdings History
Number of Shares
29,699.00
Current Holdings Value*
$17.48 Mil
% of Portfolio
13.64%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
6.49%
Coordinated Financial Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Coordinated Financial Services, Inc. held 29,699.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.48 Mil. This investment constitutes 13.64% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVV's current price of $630.67, Coordinated Financial Services, Inc.'s estimated gain on his IVV holdings is $1.14 Mil, reflecting a 6.49% gain to date.
Coordinated Financial Services, Inc. IVV ($630.67) Holding Chart
Coordinated Financial Services, Inc. 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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