Daner Wealth Management, LLC IVV Holdings History
Number of Shares
8,542.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
3.81%
Total Estimate Gain
$303,326.42
% of Total Estimate Gain
6.00%
Daner Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 8,542.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.19 Mil. This investment constitutes 3.81% of their stock portfolio, and Daner Wealth Management, LLC 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 $627.74, Daner Wealth Management, LLC's estimated gain on his IVV holdings is $303,326.42, reflecting a 6.00% gain to date.
Daner Wealth Management, LLC IVV ($627.74) Holding Chart
Daner Wealth Management, LLC IVV ($627.74) 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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