Fortis Capital Advisors, LLC IVV Holdings History
Fortis Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fortis Capital Advisors, LLC held 17,253.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.69 Mil. This investment constitutes 1.97% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 6 purchases of IVV, at an average price of $543.96, for a total of 32,212.00 shares. In addition, there have been 3 sales at an average price of $552.31 for 14,959.00 shares. Based on historical transaction data and IVV's current price of $630.67, Fortis Capital Advisors, LLC's estimated gain on his IVV holdings is $1.62 Mil, reflecting a 9.25% gain to date.
Fortis Capital Advisors, LLC IVV ($630.67) Holding Chart
Fortis Capital Advisors, 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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