Portside Wealth Group, LLC IVVB Holdings History
Portside Wealth Group, LLC's iShares Large Cap Deep Buffer ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 86,415.00 shares of iShares Large Cap Deep Buffer ETF(IVVB), totaling $2.53 Mil. This investment constitutes 0.41% of their stock portfolio, and Portside Wealth Group, LLC now holds 1.06% of the outstanding iShares Large Cap Deep Buffer ETF(IVVB) stock.
The initial trade took place in 2025Q1. And since then Portside Wealth Group, LLC has made 1 purchases of IVVB, at an average price of $30.60, for a total of 86,415.00 shares. Based on historical transaction data and IVVB's current price of $30.99, Portside Wealth Group, LLC's estimated gain on his IVVB holdings is $33,701.85, reflecting a 1.27% gain to date.
Portside Wealth Group, LLC IVVB ($30.99) Holding Chart
Portside Wealth Group, LLC IVVB ($30.99) 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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