Compass Planning Associates Inc SPY Holdings History
Compass Planning Associates Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 35,651.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.94 Mil. This investment constitutes 20.16% of their stock portfolio, and Compass Planning Associates Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of SPY, at an average price of $589.45, for a total of 35,651.00 shares. Based on historical transaction data and SPY's current price of $625.34, Compass Planning Associates Inc's estimated gain on his SPY holdings is $1.28 Mil, reflecting a 6.09% gain to date.
Compass Planning Associates Inc SPY ($625.34) Holding Chart
Compass Planning Associates Inc SPY ($625.34) 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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