RFG - Bristol Wealth Advisors, LLC IVV Holdings History
RFG - Bristol Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 44,531.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.02 Mil. This investment constitutes 8.38% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of IVV, at an average price of $592.17, for a total of 44,531.00 shares. Based on historical transaction data and IVV's current price of $628.17, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IVV holdings is $1.60 Mil, reflecting a 6.08% gain to date.
RFG - Bristol Wealth Advisors, LLC IVV ($628.17) Holding Chart
RFG - Bristol Wealth Advisors, LLC IVV ($628.17) 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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