Copia Wealth Management SPYV Holdings History
Copia Wealth Management's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 73,875.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $3.77 Mil. This investment constitutes 3.49% of their stock portfolio, and Copia Wealth Management now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of SPYV, at an average price of $53.20, for a total of 73,875.00 shares. Based on historical transaction data and SPYV's current price of $53.21, Copia Wealth Management's estimated gain on his SPYV holdings is $568.21, reflecting a 0.01% gain to date.
Copia Wealth Management SPYV ($53.21) Holding Chart
Copia Wealth Management SPYV ($53.21) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
