REGIMEN WEALTH, LLC IVVB Holdings History
Number of Shares
8,948.00
Current Holdings Value*
$262,360.00
% of Portfolio
0.08%
Total Estimate Gain
$3,937.12
% of Total Estimate Gain
1.44%
REGIMEN WEALTH, LLC's iShares Large Cap Deep Buffer ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 8,948.00 shares of iShares Large Cap Deep Buffer ETF(IVVB), totaling $262,360.00. This investment constitutes 0.08% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.1% of the outstanding iShares Large Cap Deep Buffer ETF(IVVB) stock.
The initial trade took place in 2025Q1. And since then REGIMEN WEALTH, LLC has made 1 purchases of IVVB, at an average price of $30.60, for a total of 8,948.00 shares. Based on historical transaction data and IVVB's current price of $31.04, REGIMEN WEALTH, LLC's estimated gain on his IVVB holdings is $3,937.12, reflecting a 1.44% gain to date.
REGIMEN WEALTH, LLC IVVB ($31.04) Holding Chart
REGIMEN WEALTH, LLC IVVB ($31.04) 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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