Warm Springs Advisors Inc. IVV Holdings History
Number of Shares
6,663.00
Current Holdings Value*
$3.92 Mil
% of Portfolio
3.64%
Total Estimate Gain
$302,167.05
% of Total Estimate Gain
7.66%
Warm Springs Advisors Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Warm Springs Advisors Inc. held 6,663.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.92 Mil. This investment constitutes 3.64% of their stock portfolio, and Warm Springs Advisors Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVV's current price of $637.58, Warm Springs Advisors Inc.'s estimated gain on his IVV holdings is $302,167.05, reflecting a 7.66% gain to date.
Warm Springs Advisors Inc. IVV ($637.58) Holding Chart
Warm Springs Advisors Inc. IVV ($637.58) 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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