Number of Shares
9,750.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
4.16%
Total Estimate Gain
$3.84 Mil
% of Total Estimate Gain
80.09%

American Institute for Advanced Investment Management, LLP's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 9,750.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.45 Mil. This investment constitutes 4.16% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 7 purchases of SPY, at an average price of $314.10, for a total of 15,273.00 shares. In addition, there have been 14 sales at an average price of $446.54 for 5,523.00 shares. Based on historical transaction data and SPY's current price of $633.17, American Institute for Advanced Investment Management, LLP's estimated gain on his SPY holdings is $3.84 Mil, reflecting a 80.09% gain to date.

American Institute for Advanced Investment Management, LLP SPY ($633.17) Holding Chart

American Institute for Advanced Investment Management, LLP SPY ($633.17) 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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