Latitude Advisors, LLC IVV Holdings History
Latitude Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Latitude Advisors, LLC held 20,177.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.34 Mil. This investment constitutes 6.59% of their stock portfolio, and Latitude Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Latitude Advisors, LLC has made 9 purchases of IVV, at an average price of $422.85, for a total of 114,712.00 shares. In addition, there have been 8 sales at an average price of $418.27 for 94,535.00 shares. Based on historical transaction data and IVV's current price of $633.43, Latitude Advisors, LLC's estimated gain on his IVV holdings is $3.82 Mil, reflecting a 7.87% gain to date.
Latitude Advisors, LLC IVV ($633.43) Holding Chart
Latitude Advisors, LLC IVV ($633.43) 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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