Ascension Capital Advisors, Inc. SPY Holdings History
Ascension Capital Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Ascension Capital Advisors, Inc. held 16,986.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.50 Mil. This investment constitutes 4.34% of their stock portfolio, and Ascension Capital Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Ascension Capital Advisors, Inc. has made 6 purchases of SPY, at an average price of $410.15, for a total of 88,124.00 shares. In addition, there have been 10 sales at an average price of $442.82 for 71,138.00 shares. Based on historical transaction data and SPY's current price of $634.42, Ascension Capital Advisors, Inc.'s estimated gain on his SPY holdings is $6.13 Mil, reflecting a 16.97% gain to date.
Ascension Capital Advisors, Inc. SPY ($634.42) Holding Chart
Ascension Capital Advisors, Inc. SPY ($634.42) 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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