Wingate Wealth Advisors, Inc. IVV Holdings History
Wingate Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 1,405.00 shares of iShares Core S&P 500 ETF(IVV), totaling $789,340.00. This investment constitutes 0.91% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 1,726.00 shares. Based on historical transaction data and IVV's current price of $623.33, Wingate Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $40,726.78, reflecting a 2.20% gain to date.
Wingate Wealth Advisors, Inc. IVV ($623.33) Holding Chart
Wingate Wealth Advisors, Inc. IVV ($623.33) 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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