Founders Financial Alliance, LLC IVV Holdings History
Founders Financial Alliance, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Founders Financial Alliance, LLC held 11,012.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.19 Mil. This investment constitutes 1.5% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 8 purchases of IVV, at an average price of $457.24, for a total of 18,971.00 shares. In addition, there have been 10 sales at an average price of $408.58 for 7,959.00 shares. Based on historical transaction data and IVV's current price of $630.67, Founders Financial Alliance, LLC's estimated gain on his IVV holdings is $1.52 Mil, reflecting a 17.55% gain to date.
Founders Financial Alliance, LLC IVV ($630.67) Holding Chart
Founders Financial Alliance, 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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