TSA Wealth Managment LLC IVV Holdings History
TSA Wealth Managment LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 23,541.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.23 Mil. This investment constitutes 5.26% of their stock portfolio, and TSA Wealth Managment LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $523.58 for 31,083.00 shares. Based on historical transaction data and IVV's current price of $608.86, TSA Wealth Managment LLC's estimated gain on his IVV holdings is $6.16 Mil, reflecting a 25.19% gain to date.
TSA Wealth Managment LLC IVV ($608.86) Holding Chart
TSA Wealth Managment LLC IVV ($608.86) 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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