Cahill Wealth Management, LLC SPY Holdings History
Cahill Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 6,903.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.86 Mil. This investment constitutes 1.97% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q3. And since then Cahill Wealth Management, LLC has made 8 purchases of SPY, at an average price of $411.75, for a total of 7,331.00 shares. In addition, there have been 2 sales at an average price of $422.61 for 428.00 shares. Based on historical transaction data and SPY's current price of $623.75, Cahill Wealth Management, LLC's estimated gain on his SPY holdings is $1.47 Mil, reflecting a 48.64% gain to date.
Cahill Wealth Management, LLC SPY ($623.75) Holding Chart
Cahill Wealth Management, LLC SPY ($623.75) 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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