LWS Wealth Advisors, Inc. IVV Holdings History
LWS Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 51,768.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.73 Mil. This investment constitutes 9.28% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 9 purchases of IVV, at an average price of $345.07, for a total of 73,527.00 shares. In addition, there have been 7 sales at an average price of $343.04 for 21,759.00 shares. Based on historical transaction data and IVV's current price of $630.67, LWS Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $14.74 Mil, reflecting a 58.10% gain to date.
LWS Wealth Advisors, Inc. IVV ($630.67) Holding Chart
LWS Wealth Advisors, 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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