CIC Wealth, LLC SPY Holdings History
CIC Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 5,785.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.32 Mil. This investment constitutes 0.86% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 5 purchases of SPY, at an average price of $407.09, for a total of 14,599.00 shares. In addition, there have been 2 sales at an average price of $518.87 for 8,814.00 shares. Based on historical transaction data and SPY's current price of $627.58, CIC Wealth, LLC's estimated gain on his SPY holdings is $2.26 Mil, reflecting a 38.04% gain to date.
CIC Wealth, LLC SPY ($627.58) Holding Chart
CIC Wealth, LLC SPY ($627.58) 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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