FUTURE YOU WEALTH LLC IVV Holdings History
FUTURE YOU WEALTH LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 93,094.00 shares of iShares Core S&P 500 ETF(IVV), totaling $52.31 Mil. This investment constitutes 33.51% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of IVV, at an average price of $590.51, for a total of 93,094.00 shares. Based on historical transaction data and IVV's current price of $637.33, FUTURE YOU WEALTH LLC's estimated gain on his IVV holdings is $4.36 Mil, reflecting a 7.93% gain to date.
FUTURE YOU WEALTH LLC IVV ($637.33) Holding Chart
FUTURE YOU WEALTH LLC IVV ($637.33) 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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