Clarity Wealth Advisors, LLC SPY Holdings History
Clarity Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Clarity Wealth Advisors, LLC held 49,209.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $27.53 Mil. This investment constitutes 7.63% of their stock portfolio, and Clarity Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Clarity Wealth Advisors, LLC has made 20 purchases of SPY, at an average price of $387.65, for a total of 50,056.00 shares. In addition, there have been 1 sales at an average price of $523.39 for 847.00 shares. Based on historical transaction data and SPY's current price of $630.64, Clarity Wealth Advisors, LLC's estimated gain on his SPY holdings is $12.07 Mil, reflecting a 62.21% gain to date.
Clarity Wealth Advisors, LLC SPY ($630.64) Holding Chart
Clarity Wealth Advisors, LLC SPY ($630.64) 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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