CarsonAllaria Wealth Management, Ltd. SPYV Holdings History
CarsonAllaria Wealth Management, Ltd.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 365,892.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $18.69 Mil. This investment constitutes 10.83% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 11 purchases of SPYV, at an average price of $41.63, for a total of 372,591.00 shares. In addition, there have been 2 sales at an average price of $40.20 for 6,699.00 shares. Based on historical transaction data and SPYV's current price of $52.87, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his SPYV holdings is $4.10 Mil, reflecting a 26.45% gain to date.
CarsonAllaria Wealth Management, Ltd. SPYV ($52.87) Holding Chart
CarsonAllaria Wealth Management, Ltd. SPYV ($52.87) 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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