Traveka Wealth, LLC IVV Holdings History
Traveka Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 8,504.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.28 Mil. This investment constitutes 2.8% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 3 purchases of IVV, at an average price of $521.57, for a total of 10,702.00 shares. In addition, there have been 3 sales at an average price of $561.92 for 2,198.00 shares. Based on historical transaction data and IVV's current price of $630.67, Traveka Wealth, LLC's estimated gain on his IVV holdings is $1.02 Mil, reflecting a 18.21% gain to date.
Traveka Wealth, LLC IVV ($630.67) Holding Chart
Traveka Wealth, LLC IVV ($630.67) 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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