Number of Shares
21,993.00
Current Holdings Value*
$12.36 Mil
% of Portfolio
8.41%
Total Estimate Gain
$986,812.02
% of Total Estimate Gain
6.68%

Forefront Wealth Partners, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Forefront Wealth Partners, LLC held 21,993.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.36 Mil. This investment constitutes 8.41% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 2,949.00 shares. Based on historical transaction data and IVV's current price of $637.33, Forefront Wealth Partners, LLC's estimated gain on his IVV holdings is $986,812.02, reflecting a 6.68% gain to date.

Forefront Wealth Partners, LLC IVV ($637.33) Holding Chart

Forefront Wealth Partners, 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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