Ridgeline Wealth Planning, LLC IVV Holdings History
Ridgeline Wealth Planning, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 1,952.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.10 Mil. This investment constitutes 1.08% of their stock portfolio, and Ridgeline Wealth Planning, 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 Ridgeline Wealth Planning, LLC has made 1 purchases of IVV, at an average price of $591.66, for a total of 1,952.00 shares. Based on historical transaction data and IVV's current price of $634.07, Ridgeline Wealth Planning, LLC's estimated gain on his IVV holdings is $82,773.04, reflecting a 7.17% gain to date.
Ridgeline Wealth Planning, LLC IVV ($634.07) Holding Chart
Ridgeline Wealth Planning, LLC IVV ($634.07) 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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