Advanced Asset Management Advisors Inc SPY Holdings History
Advanced Asset Management Advisors Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Advanced Asset Management Advisors Inc held 4,423.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.47 Mil. This investment constitutes 0.68% of their stock portfolio, and Advanced Asset Management Advisors Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Advanced Asset Management Advisors Inc has made 15 purchases of SPY, at an average price of $308.46, for a total of 14,779.00 shares. In addition, there have been 12 sales at an average price of $365.79 for 10,356.00 shares. Based on historical transaction data and SPY's current price of $607.01, Advanced Asset Management Advisors Inc's estimated gain on his SPY holdings is $1.91 Mil, reflecting a 41.99% gain to date.
Advanced Asset Management Advisors Inc SPY ($607.01) Holding Chart
Advanced Asset Management Advisors Inc SPY ($607.01) 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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