OPTIMA CAPITAL LLC IVV Holdings History
Number of Shares
515.00
Current Holdings Value*
$289,530.00
% of Portfolio
0.18%
Total Estimate Gain
$8,029.15
% of Total Estimate Gain
0.22%
OPTIMA CAPITAL LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, OPTIMA CAPITAL LLC held 515.00 shares of iShares Core S&P 500 ETF(IVV), totaling $289,530.00. This investment constitutes 0.18% of their stock portfolio, and OPTIMA CAPITAL LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 5,575.00 shares. Based on historical transaction data and IVV's current price of $626.44, OPTIMA CAPITAL LLC's estimated gain on his IVV holdings is $8,029.15, reflecting a 0.22% gain to date.
OPTIMA CAPITAL LLC IVV ($626.44) Holding Chart
OPTIMA CAPITAL LLC 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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