FSA Wealth Management LLC IVV Holdings History
FSA Wealth Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 88,321.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.17 Mil. This investment constitutes 2.62% of their stock portfolio, and FSA Wealth Management LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 10 purchases of IVV, at an average price of $586.29, for a total of 89,036.00 shares. In addition, there have been 3 sales at an average price of $430.33 for 715.00 shares. Based on historical transaction data and IVV's current price of $630.67, FSA Wealth Management LLC's estimated gain on his IVV holdings is $3.81 Mil, reflecting a 7.30% gain to date.
FSA Wealth Management LLC IVV ($630.67) Holding Chart
FSA Wealth Management LLC 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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