ALTERNA WEALTH MANAGEMENT, INC SPY Holdings History
ALTERNA WEALTH MANAGEMENT, INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 8,587.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.80 Mil. This investment constitutes 3.64% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 11 purchases of SPY, at an average price of $304.69, for a total of 158,295.00 shares. In addition, there have been 11 sales at an average price of $298.23 for 149,708.00 shares. Based on historical transaction data and SPY's current price of $617.85, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his SPY holdings is $1.72 Mil, reflecting a 3.57% gain to date.
ALTERNA WEALTH MANAGEMENT, INC SPY ($617.85) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC SPY ($617.85) 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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