Constant Guidance Financial LLC SPY Holdings History
Constant Guidance Financial LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Constant Guidance Financial LLC held 19,777.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.06 Mil. This investment constitutes 13.98% of their stock portfolio, and Constant Guidance Financial LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then Constant Guidance Financial LLC has made 4 purchases of SPY, at an average price of $484.97, for a total of 33,400.00 shares. In addition, there have been 2 sales at an average price of $580.07 for 13,623.00 shares. Based on historical transaction data and SPY's current price of $628.86, Constant Guidance Financial LLC's estimated gain on his SPY holdings is $4.14 Mil, reflecting a 25.57% gain to date.
Constant Guidance Financial LLC SPY ($628.86) Holding Chart
Constant Guidance Financial LLC SPY ($628.86) 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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