Comprehensive Financial Consultants Institutional, Inc. SPY Holdings History
Comprehensive Financial Consultants Institutional, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Comprehensive Financial Consultants Institutional, Inc. held 4,671.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.61 Mil. This investment constitutes 0.93% of their stock portfolio, and Comprehensive Financial Consultants Institutional, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Comprehensive Financial Consultants Institutional, Inc. has made 5 purchases of SPY, at an average price of $530.96, for a total of 5,550.00 shares. In addition, there have been 6 sales at an average price of $490.82 for 879.00 shares. Based on historical transaction data and SPY's current price of $623.62, Comprehensive Financial Consultants Institutional, Inc.'s estimated gain on his SPY holdings is $397,517.82, reflecting a 13.49% gain to date.
Comprehensive Financial Consultants Institutional, Inc. SPY ($623.62) Holding Chart
Comprehensive Financial Consultants Institutional, Inc. SPY ($623.62) 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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