Connectus Wealth, LLC SPY Holdings History
Connectus Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 108,346.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $56.84 Mil. This investment constitutes 1.57% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then Connectus Wealth, LLC has made 8 purchases of SPY, at an average price of $430.32, for a total of 486,853.00 shares. In addition, there have been 1 sales at an average price of $497.86 for 378,507.00 shares. Based on historical transaction data and SPY's current price of $627.58, Connectus Wealth, LLC's estimated gain on his SPY holdings is $46.94 Mil, reflecting a 22.40% gain to date.
Connectus Wealth, LLC SPY ($627.58) Holding Chart
Connectus Wealth, LLC SPY ($627.58) 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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