CAPITAL PERFORMANCE ADVISORS LLP RLY Holdings History
EARNED WEALTH ADVISORS, LLC's SPDR SSgA Multi-Asset Real Return ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 183,560.00 shares of SPDR SSgA Multi-Asset Real Return ETF(RLY), totaling $5.24 Mil. This investment constitutes 1.15% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 1.08% of the outstanding SPDR SSgA Multi-Asset Real Return ETF(RLY) stock.
The initial trade took place in 2025Q1. And since then EARNED WEALTH ADVISORS, LLC has made 1 purchases of RLY, at an average price of $28.02, for a total of 183,560.00 shares. Based on historical transaction data and RLY's current price of $29.09, EARNED WEALTH ADVISORS, LLC's estimated gain on his RLY holdings is $196,409.20, reflecting a 3.82% gain to date.
EARNED WEALTH ADVISORS, LLC RLY ($29.09) Holding Chart
EARNED WEALTH ADVISORS, LLC RLY ($29.09) 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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