FSA WEALTH PARTNERS, INC. IVV Holdings History
FSA WEALTH PARTNERS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 39,864.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.75 Mil. This investment constitutes 11.95% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 4 purchases of IVV, at an average price of $542.30, for a total of 56,342.00 shares. In addition, there have been 3 sales at an average price of $575.79 for 16,478.00 shares. Based on historical transaction data and IVV's current price of $637.58, FSA WEALTH PARTNERS, INC.'s estimated gain on his IVV holdings is $4.35 Mil, reflecting a 14.24% gain to date.
FSA WEALTH PARTNERS, INC. IVV ($637.58) Holding Chart
FSA WEALTH PARTNERS, INC. IVV ($637.58) 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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