Fountainhead AM, LLC IVV Holdings History
Fountainhead AM, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 41,021.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.05 Mil. This investment constitutes 3.74% of their stock portfolio, and Fountainhead AM, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then Fountainhead AM, LLC has made 8 purchases of IVV, at an average price of $408.50, for a total of 46,653.00 shares. In addition, there have been 4 sales at an average price of $558.60 for 5,632.00 shares. Based on historical transaction data and IVV's current price of $637.58, Fountainhead AM, LLC's estimated gain on his IVV holdings is $10.24 Mil, reflecting a 53.74% gain to date.
Fountainhead AM, LLC IVV ($637.58) Holding Chart
Fountainhead AM, LLC IVV ($637.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
