All Terrain Financial Advisors, LLC SPY Holdings History
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 $628.04, All Terrain Financial Advisors, LLC's estimated gain on his SPY holdings is $36.96 Mil, reflecting a 61.29% gain to date.
All Terrain Financial Advisors, LLC SPY ($628.04) Holding Chart
All Terrain Financial Advisors, LLC SPY ($628.04) 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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