Carlton Hofferkamp & Jenks Wealth Management, LLC SPY Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 27,658.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.54 Mil. This investment constitutes 6% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q2. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 18 purchases of SPY, at an average price of $241.74, for a total of 48,237.00 shares. In addition, there have been 13 sales at an average price of $276.37 for 20,579.00 shares. Based on historical transaction data and SPY's current price of $634.21, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his SPY holdings is $11.57 Mil, reflecting a 99.20% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC SPY ($634.21) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC SPY ($634.21) 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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