Number of Shares
32,315.00
Current Holdings Value*
$18.16 Mil
% of Portfolio
5.05%
Total Estimate Gain
$9.78 Mil
% of Total Estimate Gain
30.67%

Outlook Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Outlook Wealth Advisors, LLC held 32,315.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.16 Mil. This investment constitutes 5.05% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q4. And since then Outlook Wealth Advisors, LLC has made 14 purchases of IVV, at an average price of $365.32, for a total of 87,289.00 shares. In addition, there have been 11 sales at an average price of $386.59 for 54,974.00 shares. Based on historical transaction data and IVV's current price of $631.73, Outlook Wealth Advisors, LLC's estimated gain on his IVV holdings is $9.78 Mil, reflecting a 30.67% gain to date.

Outlook Wealth Advisors, LLC IVV ($631.73) Holding Chart

Outlook Wealth Advisors, LLC IVV ($631.73) 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 %

Top Ranked Articles

  • 1