CFC Planning Co LLC SPY Holdings History
CFC Planning Co LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, CFC Planning Co LLC held 3,430.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.92 Mil. This investment constitutes 2.1% of their stock portfolio, and CFC Planning Co LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then CFC Planning Co LLC has made 1 purchases of SPY, at an average price of $587.98, for a total of 3,430.00 shares. Based on historical transaction data and SPY's current price of $623.62, CFC Planning Co LLC's estimated gain on his SPY holdings is $122,245.49, reflecting a 6.06% gain to date.
CFC Planning Co LLC SPY ($623.62) Holding Chart
CFC Planning Co LLC SPY ($623.62) 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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