Unique Wealth Strategies, LLC IVV Holdings History
Unique Wealth Strategies, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 19,005.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.99 Mil. This investment constitutes 4.68% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then Unique Wealth Strategies, LLC has made 1 purchases of IVV, at an average price of $500.36, for a total of 19,005.00 shares. Based on historical transaction data and IVV's current price of $630.67, Unique Wealth Strategies, LLC's estimated gain on his IVV holdings is $2.48 Mil, reflecting a 26.04% gain to date.
Unique Wealth Strategies, LLC IVV ($630.67) Holding Chart
Unique Wealth Strategies, 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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