Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$528,568.15
% of Total Estimate Gain
2.80%

Aberdeen Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Aberdeen Wealth Management LLC held - shares of SPDR S&P 500 ETF Trust(SPY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q4. And since then Aberdeen Wealth Management LLC has made 5 purchases of SPY, at an average price of $406.16, for a total of 46,550.00 shares. In addition, there have been 9 sales at an average price of $417.52 for 46,550.00 shares. Based on historical transaction data and SPY's current price of $611.87, Aberdeen Wealth Management LLC's estimated gain on his SPY holdings is $528,568.15, reflecting a 2.80% gain to date.

Aberdeen Wealth Management LLC SPY ($611.87) Holding Chart

Aberdeen Wealth Management LLC SPY ($611.87) 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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