Number of Shares
25,285.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
2.62%
Total Estimate Gain
$60,704.24
% of Total Estimate Gain
1.23%

ENDEAVOR PRIVATE WEALTH, INC.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, ENDEAVOR PRIVATE WEALTH, INC. held 25,285.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.82 Mil. This investment constitutes 2.62% of their stock portfolio, and ENDEAVOR PRIVATE WEALTH, INC. now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q4. And since then ENDEAVOR PRIVATE WEALTH, INC. has made 1 purchases of IVE, at an average price of $195.74, for a total of 25,285.00 shares. Based on historical transaction data and IVE's current price of $198.14, ENDEAVOR PRIVATE WEALTH, INC.'s estimated gain on his IVE holdings is $60,704.24, reflecting a 1.23% gain to date.

ENDEAVOR PRIVATE WEALTH, INC. IVE ($198.14) Holding Chart

ENDEAVOR PRIVATE WEALTH, INC. IVE ($198.14) 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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