TCWP LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 1 purchases of IVV, at an average price of $456.61, for a total of 8,065.00 shares. In addition, there have been 9 sales at an average price of $417.58 for 8,065.00 shares. Based on historical transaction data and IVV's current price of $628.17, TCWP LLC's estimated gain on his IVV holdings is $-314,785.50, reflecting a -8.55% gain to date.
TCWP LLC IVV ($628.17) Holding Chart
TCWP 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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