Axis Wealth Partners, LLC SPYV Holdings History
Axis Wealth Partners, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 47,775.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.50 Mil. This investment constitutes 1.64% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of SPYV, at an average price of $52.52, for a total of 47,775.00 shares. Based on historical transaction data and SPYV's current price of $53.58, Axis Wealth Partners, LLC's estimated gain on his SPYV holdings is $50,363.08, reflecting a 2.01% gain to date.
Axis Wealth Partners, LLC SPYV ($53.58) Holding Chart
Axis Wealth Partners, LLC SPYV ($53.58) 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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