Somnio Financial Group, LLC IVV Holdings History
Somnio Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Somnio Financial Group, LLC held 56,779.00 shares of iShares Core S&P 500 ETF(IVV), totaling $33.42 Mil. This investment constitutes 26.73% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 1 purchases of IVV, at an average price of $527.41, for a total of 57,061.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 282.00 shares. Based on historical transaction data and IVV's current price of $628.85, Somnio Financial Group, LLC's estimated gain on his IVV holdings is $5.77 Mil, reflecting a 19.17% gain to date.
Somnio Financial Group, LLC IVV ($628.85) Holding Chart
Somnio Financial Group, LLC IVV ($628.85) 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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