Atlas Private Wealth Advisors SPY Holdings History
Atlas Private Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 63,385.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $35.46 Mil. This investment constitutes 4.98% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 15 purchases of SPY, at an average price of $448.75, for a total of 178,610.00 shares. In addition, there have been 4 sales at an average price of $488.40 for 115,225.00 shares. Based on historical transaction data and SPY's current price of $623.62, Atlas Private Wealth Advisors's estimated gain on his SPY holdings is $15.65 Mil, reflecting a 19.53% gain to date.
Atlas Private Wealth Advisors SPY ($623.62) Holding Chart
Atlas Private Wealth Advisors SPY ($623.62) 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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