Legacy Capital Wealth Partners, LLC IVV Holdings History
Legacy Capital Wealth Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 14,989.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.42 Mil. This investment constitutes 2.07% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Legacy Capital Wealth Partners, LLC has made 5 purchases of IVV, at an average price of $458.75, for a total of 47,449.00 shares. In addition, there have been 6 sales at an average price of $462.34 for 32,460.00 shares. Based on historical transaction data and IVV's current price of $630.67, Legacy Capital Wealth Partners, LLC's estimated gain on his IVV holdings is $2.69 Mil, reflecting a 12.37% gain to date.
Legacy Capital Wealth Partners, LLC IVV ($630.67) Holding Chart
Legacy Capital Wealth Partners, LLC 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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