Ten Capital Wealth Advisors, LLC IVV Holdings History
Ten Capital Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-06-30, Ten Capital Wealth Advisors, LLC held 24,705.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.01 Mil. This investment constitutes 3.19% of their stock portfolio, and Ten Capital Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then Ten Capital Wealth Advisors, LLC has made 9 purchases of IVV, at an average price of $433.99, for a total of 26,283.00 shares. In addition, there have been 2 sales at an average price of $418.29 for 1,578.00 shares. Based on historical transaction data and IVV's current price of $627.74, Ten Capital Wealth Advisors, LLC's estimated gain on his IVV holdings is $4.76 Mil, reflecting a 41.75% gain to date.
Ten Capital Wealth Advisors, LLC IVV ($627.74) Holding Chart
Ten Capital Wealth Advisors, LLC IVV ($627.74) 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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