Number of Shares
8,392.00
Current Holdings Value*
$941,280.00
% of Portfolio
0.51%
Total Estimate Gain
$337,347.46
% of Total Estimate Gain
6.68%

Aspire Wealth Management Corp's SPDR Russell 1000 Yield Focus ETF Holding Summary

As of 2024-09-30, Aspire Wealth Management Corp held 8,392.00 shares of SPDR Russell 1000 Yield Focus ETF(ONEY), totaling $941,280.00. This investment constitutes 0.51% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.11% of the outstanding SPDR Russell 1000 Yield Focus ETF(ONEY) stock.

The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 7 purchases of ONEY, at an average price of $97.14, for a total of 51,958.00 shares. In addition, there have been 4 sales at an average price of $102.30 for 43,566.00 shares. Based on historical transaction data and ONEY's current price of $110.57, Aspire Wealth Management Corp's estimated gain on his ONEY holdings is $337,347.46, reflecting a 6.68% gain to date.

Aspire Wealth Management Corp ONEY ($110.57) Holding Chart

Aspire Wealth Management Corp ONEY ($110.57) 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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