Legacy Advisory Services, LLC IVV Holdings History
Number of Shares
6,967.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
3.31%
Total Estimate Gain
$255,967.58
% of Total Estimate Gain
6.22%
Legacy Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 6,967.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.91 Mil. This investment constitutes 3.31% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $627.25, Legacy Advisory Services, LLC's estimated gain on his IVV holdings is $255,967.58, reflecting a 6.22% gain to date.
Legacy Advisory Services, LLC IVV ($627.25) Holding Chart
Legacy Advisory Services, LLC IVV ($627.25) 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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