Latko Wealth Management, Ltd. IVV Holdings History
Latko Wealth Management, Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 72,756.00 shares of iShares Core S&P 500 ETF(IVV), totaling $40.88 Mil. This investment constitutes 26.51% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 1 purchases of IVV, at an average price of $556.34, for a total of 75,052.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 2,296.00 shares. Based on historical transaction data and IVV's current price of $626.44, Latko Wealth Management, Ltd.'s estimated gain on his IVV holdings is $5.18 Mil, reflecting a 12.40% gain to date.
Latko Wealth Management, Ltd. IVV ($626.44) Holding Chart
Latko Wealth Management, Ltd. IVV ($626.44) 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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