Summit Wealth Group, LLC IVV Holdings History
Summit Wealth Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 1,351.00 shares of iShares Core S&P 500 ETF(IVV), totaling $760,000.00. This investment constitutes 0.22% of their stock portfolio, and Summit Wealth Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then Summit Wealth Group, LLC has made 2 purchases of IVV, at an average price of $402.93, for a total of 54,791.00 shares. In addition, there have been 1 sales at an average price of $420.31 for 53,440.00 shares. Based on historical transaction data and IVV's current price of $631.74, Summit Wealth Group, LLC's estimated gain on his IVV holdings is $1.24 Mil, reflecting a 5.61% gain to date.
Summit Wealth Group, LLC IVV ($631.74) Holding Chart
Summit Wealth Group, LLC IVV ($631.74) 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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