Braun-Bostich & Associates Inc. SPYV Holdings History
Braun-Bostich & Associates Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Braun-Bostich & Associates Inc. held 94,615.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $4.95 Mil. This investment constitutes 3.38% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q3. And since then Braun-Bostich & Associates Inc. has made 7 purchases of SPYV, at an average price of $48.59, for a total of 95,808.00 shares. In addition, there have been 1 sales at an average price of $43.13 for 1,193.00 shares. Based on historical transaction data and SPYV's current price of $53.67, Braun-Bostich & Associates Inc.'s estimated gain on his SPYV holdings is $474,291.84, reflecting a 10.19% gain to date.
Braun-Bostich & Associates Inc. SPYV ($53.67) Holding Chart
Braun-Bostich & Associates Inc. SPYV ($53.67) 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 % | |||
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