Triad Wealth Partners, LLC IVE Holdings History
Triad Wealth Partners, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 88,782.00 shares of iShares S&P 500 Value ETF(IVE), totaling $17.35 Mil. This investment constitutes 3.5% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 5 purchases of IVE, at an average price of $192.79, for a total of 88,782.00 shares. Based on historical transaction data and IVE's current price of $199.92, Triad Wealth Partners, LLC's estimated gain on his IVE holdings is $632,721.50, reflecting a 3.70% gain to date.
Triad Wealth Partners, LLC IVE ($199.92) Holding Chart
Triad Wealth Partners, LLC IVE ($199.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
