AVANTAX ADVISORY SERVICES, INC. SPY Holdings History
AVANTAX ADVISORY SERVICES, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 411,385.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $230.12 Mil. This investment constitutes 1.4% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 22 purchases of SPY, at an average price of $405.92, for a total of 539,953.00 shares. In addition, there have been 3 sales at an average price of $347.33 for 128,568.00 shares. Based on historical transaction data and SPY's current price of $623.62, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his SPY holdings is $82.03 Mil, reflecting a 37.42% gain to date.
AVANTAX ADVISORY SERVICES, INC. SPY ($623.62) Holding Chart
AVANTAX ADVISORY SERVICES, INC. SPY ($623.62) 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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