Number of Shares
23,748.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.92%
Total Estimate Gain
$68,394.24
% of Total Estimate Gain
5.76%

BOYUM WEALTH ARCHITECTS LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 23,748.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $1.24 Mil. This investment constitutes 0.92% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2025Q2. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of SPYV, at an average price of $49.99, for a total of 23,748.00 shares. Based on historical transaction data and SPYV's current price of $52.87, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his SPYV holdings is $68,394.24, reflecting a 5.76% gain to date.

BOYUM WEALTH ARCHITECTS LLC SPYV ($52.87) Holding Chart

BOYUM WEALTH ARCHITECTS LLC SPYV ($52.87) 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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