Number of Shares
1.09 Mil
Current Holdings Value*
$307.58 Mil
% of Portfolio
2.11%
Total Estimate Gain
$391.59 Mil
% of Total Estimate Gain
56.73%

LADENBURG THALMANN FINANCIAL SERVICES INC's iShares Core S&P 500 ETF Holding Summary

As of 2019-12-31, LADENBURG THALMANN FINANCIAL SERVICES INC held 1.09 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $307.58 Mil. This investment constitutes 2.11% of their stock portfolio, and LADENBURG THALMANN FINANCIAL SERVICES INC now holds 0.15% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q2. And since then LADENBURG THALMANN FINANCIAL SERVICES INC has made 9 purchases of IVV, at an average price of $253.57, for a total of 2.72 Mil shares. In addition, there have been 13 sales at an average price of $241.52 for 1.63 Mil shares. Based on historical transaction data and IVV's current price of $630.67, LADENBURG THALMANN FINANCIAL SERVICES INC's estimated gain on his IVV holdings is $391.59 Mil, reflecting a 56.73% gain to date.

LADENBURG THALMANN FINANCIAL SERVICES INC IVV ($630.67) Holding Chart

LADENBURG THALMANN FINANCIAL SERVICES INC 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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