Fidato Wealth LLC IVV Holdings History
Fidato Wealth LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 13,789.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.75 Mil. This investment constitutes 5.93% of their stock portfolio, and Fidato Wealth LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Fidato Wealth LLC has made 3 purchases of IVV, at an average price of $456.81, for a total of 114,518.00 shares. In addition, there have been 7 sales at an average price of $450.51 for 100,729.00 shares. Based on historical transaction data and IVV's current price of $630.67, Fidato Wealth LLC's estimated gain on his IVV holdings is $1.76 Mil, reflecting a 3.37% gain to date.
Fidato Wealth LLC IVV ($630.67) Holding Chart
Fidato Wealth 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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