Tower Wealth Partners, Inc. IVV Holdings History
Tower Wealth Partners, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Tower Wealth Partners, Inc. held 438.00 shares of iShares Core S&P 500 ETF(IVV), totaling $246,110.00. This investment constitutes 0.13% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Tower Wealth Partners, Inc. has made 3 purchases of IVV, at an average price of $361.57, for a total of 14,286.00 shares. In addition, there have been 4 sales at an average price of $391.38 for 13,848.00 shares. Based on historical transaction data and IVV's current price of $631.74, Tower Wealth Partners, Inc.'s estimated gain on his IVV holdings is $531,146.15, reflecting a 10.28% gain to date.
Tower Wealth Partners, Inc. IVV ($631.74) Holding Chart
Tower Wealth Partners, Inc. 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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