Atlas Private Wealth Management, LLC SPY Holdings History
Atlas Private Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 13,711.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.17 Mil. This investment constitutes 3.01% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 3 purchases of SPY, at an average price of $435.04, for a total of 15,854.00 shares. In addition, there have been 6 sales at an average price of $410.63 for 2,143.00 shares. Based on historical transaction data and SPY's current price of $614.91, Atlas Private Wealth Management, LLC's estimated gain on his SPY holdings is $2.41 Mil, reflecting a 35.00% gain to date.
Atlas Private Wealth Management, LLC SPY ($614.91) Holding Chart
Atlas Private Wealth Management, LLC SPY ($614.91) 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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