CLIENT 1ST ADVISORY GROUP, LLC SPY Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 1,214.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $679,100.00. This investment constitutes 0.26% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 6 purchases of SPY, at an average price of $491.32, for a total of 1,903.00 shares. In addition, there have been 2 sales at an average price of $473.13 for 689.00 shares. Based on historical transaction data and SPY's current price of $624.06, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his SPY holdings is $148,612.01, reflecting a 15.89% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC SPY ($624.06) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC SPY ($624.06) 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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