Altus Wealth Group LLC SDY Holdings History
Altus Wealth Group LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 9,496.00 shares of SPDR Dividend ETF(SDY), totaling $1.29 Mil. This investment constitutes 0.6% of their stock portfolio, and Altus Wealth Group LLC now holds 0.01% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 6 purchases of SDY, at an average price of $107.73, for a total of 99,533.00 shares. In addition, there have been 10 sales at an average price of $129.73 for 90,037.00 shares. Based on historical transaction data and SDY's current price of $139.63, Altus Wealth Group LLC's estimated gain on his SDY holdings is $2.28 Mil, reflecting a 21.30% gain to date.
Altus Wealth Group LLC SDY ($139.63) Holding Chart
Altus Wealth Group LLC SDY ($139.63) 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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