PRECEDENT WEALTH PARTNERS, LLC IVV Holdings History
PRECEDENT WEALTH PARTNERS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 21,747.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.22 Mil. This investment constitutes 3.39% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 3 purchases of IVV, at an average price of $456.50, for a total of 22,277.00 shares. In addition, there have been 2 sales at an average price of $578.07 for 530.00 shares. Based on historical transaction data and IVV's current price of $630.67, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his IVV holdings is $3.85 Mil, reflecting a 37.88% gain to date.
PRECEDENT WEALTH PARTNERS, LLC IVV ($630.67) Holding Chart
PRECEDENT 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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