Brandywine Oak Private Wealth LLC SPYV Holdings History
Brandywine Oak Private Wealth LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 546,609.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.92 Mil. This investment constitutes 2.74% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q2. And since then Brandywine Oak Private Wealth LLC has made 11 purchases of SPYV, at an average price of $40.82, for a total of 557,899.00 shares. In addition, there have been 1 sales at an average price of $43.31 for 11,290.00 shares. Based on historical transaction data and SPYV's current price of $53.58, Brandywine Oak Private Wealth LLC's estimated gain on his SPYV holdings is $7.00 Mil, reflecting a 30.73% gain to date.
Brandywine Oak Private Wealth LLC SPYV ($53.58) Holding Chart
Brandywine Oak Private Wealth 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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