FFT WEALTH MANAGEMENT LLC IVV Holdings History
FFT WEALTH MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 156,474.00 shares of iShares Core S&P 500 ETF(IVV), totaling $87.92 Mil. This investment constitutes 18.39% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then FFT WEALTH MANAGEMENT LLC has made 18 purchases of IVV, at an average price of $379.14, for a total of 382,996.00 shares. In addition, there have been 10 sales at an average price of $357.38 for 226,522.00 shares. Based on historical transaction data and IVV's current price of $614.19, FFT WEALTH MANAGEMENT LLC's estimated gain on his IVV holdings is $31.85 Mil, reflecting a 21.93% gain to date.
FFT WEALTH MANAGEMENT LLC IVV ($614.19) Holding Chart
FFT WEALTH MANAGEMENT LLC IVV ($614.19) 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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