BlueChip Wealth Advisors LLC SPY Holdings History
BlueChip Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 19,883.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.12 Mil. This investment constitutes 5.46% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 2 purchases of SPY, at an average price of $465.59, for a total of 21,156.00 shares. In addition, there have been 3 sales at an average price of $537.08 for 1,273.00 shares. Based on historical transaction data and SPY's current price of $607.12, BlueChip Wealth Advisors LLC's estimated gain on his SPY holdings is $2.91 Mil, reflecting a 29.49% gain to date.
BlueChip Wealth Advisors LLC SPY ($607.12) Holding Chart
BlueChip Wealth Advisors LLC SPY ($607.12) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
