Aprio Wealth Management, LLC SPY Holdings History
Aprio Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 32,491.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.17 Mil. This investment constitutes 2.28% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Aprio Wealth Management, LLC has made 10 purchases of SPY, at an average price of $323.59, for a total of 106,661.00 shares. In addition, there have been 10 sales at an average price of $357.18 for 74,170.00 shares. Based on historical transaction data and SPY's current price of $626.39, Aprio Wealth Management, LLC's estimated gain on his SPY holdings is $12.33 Mil, reflecting a 35.72% gain to date.
Aprio Wealth Management, LLC SPY ($626.39) Holding Chart
Aprio Wealth Management, LLC SPY ($626.39) 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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