Bison Wealth, LLC SPHY Holdings History

Number of Shares
194,136.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
1%
Total Estimate Gain
$-9,706.80
% of Total Estimate Gain
-0.21%

Bison Wealth, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2024-12-31, Bison Wealth, LLC held 194,136.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $4.56 Mil. This investment constitutes 1% of their stock portfolio, and Bison Wealth, LLC now holds 0.06% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2024Q4. And since then Bison Wealth, LLC has made 1 purchases of SPHY, at an average price of $23.72, for a total of 194,136.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Bison Wealth, LLC's estimated gain on his SPHY holdings is $-9,706.80, reflecting a -0.21% gain to date.

Bison Wealth, LLC SPHY ($23.67) Holding Chart

Bison Wealth, LLC SPHY ($23.67) 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 %

Top Ranked Articles

  • 1