ENDEAVOR PRIVATE WEALTH, INC. IVV Holdings History
Number of Shares
23,380.00
Current Holdings Value*
$13.14 Mil
% of Portfolio
7.13%
Total Estimate Gain
$998,830.02
% of Total Estimate Gain
7.22%
ENDEAVOR PRIVATE WEALTH, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ENDEAVOR PRIVATE WEALTH, INC. held 23,380.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.14 Mil. This investment constitutes 7.13% of their stock portfolio, and ENDEAVOR PRIVATE WEALTH, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then ENDEAVOR PRIVATE WEALTH, INC. has made 1 purchases of IVV, at an average price of $591.34, for a total of 23,380.00 shares. Based on historical transaction data and IVV's current price of $634.07, ENDEAVOR PRIVATE WEALTH, INC.'s estimated gain on his IVV holdings is $998,830.02, reflecting a 7.22% gain to date.
ENDEAVOR PRIVATE WEALTH, INC. IVV ($634.07) Holding Chart
ENDEAVOR PRIVATE WEALTH, INC. IVV ($634.07) 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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