Atlas Financial Advisors, Inc. SPY Holdings History
Atlas Financial Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Atlas Financial Advisors, Inc. held 25,299.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.83 Mil. This investment constitutes 23.15% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then Atlas Financial Advisors, Inc. has made 5 purchases of SPY, at an average price of $414.85, for a total of 88,045.00 shares. In addition, there have been 7 sales at an average price of $444.02 for 62,746.00 shares. Based on historical transaction data and SPY's current price of $627.58, Atlas Financial Advisors, Inc.'s estimated gain on his SPY holdings is $7.21 Mil, reflecting a 19.75% gain to date.
Atlas Financial Advisors, Inc. SPY ($627.58) Holding Chart
Atlas Financial Advisors, Inc. SPY ($627.58) 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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