M Holdings Securities, Inc. IVVM Holdings History
M Holdings Securities, Inc.'s iShares Large Cap Moderate Buffer ETF Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held - shares of iShares Large Cap Moderate Buffer ETF(IVVM), totaling N/A. This investment constitutes 0% of their stock portfolio, and M Holdings Securities, Inc. now holds 0% of the outstanding iShares Large Cap Moderate Buffer ETF(IVVM) stock.
The initial trade took place in 2024Q2. And since then M Holdings Securities, Inc. has made 3 purchases of IVVM, at an average price of $29.58, for a total of 103,341.00 shares. In addition, there have been 1 sales at an average price of $30.92 for 103,341.00 shares. Based on historical transaction data and IVVM's current price of $32.76, M Holdings Securities, Inc.'s estimated gain on his IVVM holdings is $138,231.28, reflecting a 4.52% gain to date.
M Holdings Securities, Inc. IVVM ($32.76) Holding Chart
M Holdings Securities, Inc. IVVM ($32.76) 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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