Accurate Wealth Management, LLC SPY Holdings History
Accurate Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 33,390.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.83 Mil. This investment constitutes 3.4% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 10 purchases of SPY, at an average price of $509.71, for a total of 43,630.00 shares. In addition, there have been 5 sales at an average price of $434.83 for 10,240.00 shares. Based on historical transaction data and SPY's current price of $617.85, Accurate Wealth Management, LLC's estimated gain on his SPY holdings is $2.84 Mil, reflecting a 12.79% gain to date.
Accurate Wealth Management, LLC SPY ($617.85) Holding Chart
Accurate Wealth Management, LLC 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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