Number of Shares
67,100.00
Current Holdings Value*
$37.54 Mil
% of Portfolio
12.34%
Total Estimate Gain
$36.48 Mil
% of Total Estimate Gain
60.48%

All Terrain Financial Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, All Terrain Financial Advisors, LLC held 67,100.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $37.54 Mil. This investment constitutes 12.34% of their stock portfolio, and All Terrain Financial Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then All Terrain Financial Advisors, LLC has made 18 purchases of SPY, at an average price of $314.56, for a total of 191,730.00 shares. In addition, there have been 10 sales at an average price of $400.87 for 101,870.00 shares. Based on historical transaction data and SPY's current price of $622.66, All Terrain Financial Advisors, LLC's estimated gain on his SPY holdings is $36.48 Mil, reflecting a 60.48% gain to date.

All Terrain Financial Advisors, LLC SPY ($622.66) Holding Chart

All Terrain Financial Advisors, LLC SPY ($622.66) 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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