Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-5,605.37
% of Total Estimate Gain
-2.46%

LUTS & GREENLEIGH GROUP, INC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, LUTS & GREENLEIGH GROUP, INC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q4. And since then LUTS & GREENLEIGH GROUP, INC has made 1 purchases of IVE, at an average price of $198.37, for a total of 1,151.00 shares. In addition, there have been 1 sales at an average price of $193.50 for 1,151.00 shares. Based on historical transaction data and IVE's current price of $194.35, LUTS & GREENLEIGH GROUP, INC's estimated gain on his IVE holdings is $-5,605.37, reflecting a -2.46% gain to date.

LUTS & GREENLEIGH GROUP, INC IVE ($194.35) Holding Chart

LUTS & GREENLEIGH GROUP, INC IVE ($194.35) 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