Lumature Wealth Partners, LLC IVV Holdings History
Lumature Wealth Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-06-30, Lumature Wealth Partners, LLC held 20,723.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.24 Mil. This investment constitutes 5.48% of their stock portfolio, and Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC has made 5 purchases of IVV, at an average price of $363.51, for a total of 24,753.00 shares. In addition, there have been 5 sales at an average price of $419.32 for 4,030.00 shares. Based on historical transaction data and IVV's current price of $635.22, Lumature Wealth Partners, LLC's estimated gain on his IVV holdings is $5.86 Mil, reflecting a 65.08% gain to date.
Lumature Wealth Partners, LLC IVV ($635.22) Holding Chart
Lumature Wealth Partners, LLC IVV ($635.22) 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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