Number of Shares
10,035.00
Current Holdings Value*
$294,230.00
% of Portfolio
0.2%
Total Estimate Gain
$962,103.94
% of Total Estimate Gain
10.32%

Financial Designs Corp's iShares Large Cap Deep Buffer ETF Holding Summary

As of 2025-03-31, Financial Designs Corp held 10,035.00 shares of iShares Large Cap Deep Buffer ETF(IVVB), totaling $294,230.00. This investment constitutes 0.2% of their stock portfolio, and Financial Designs Corp now holds 0.12% of the outstanding iShares Large Cap Deep Buffer ETF(IVVB) stock.

The initial trade took place in 2024Q2. And since then Financial Designs Corp has made 2 purchases of IVVB, at an average price of $27.75, for a total of 335,934.00 shares. In addition, there have been 2 sales at an average price of $30.60 for 325,899.00 shares. Based on historical transaction data and IVVB's current price of $30.84, Financial Designs Corp's estimated gain on his IVVB holdings is $962,103.94, reflecting a 10.32% gain to date.

Financial Designs Corp IVVB ($30.84) Holding Chart

Financial Designs Corp IVVB ($30.84) 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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