DB Wealth Management Group, LLC SPY Holdings History
DB Wealth Management Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 56,194.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $26.71 Mil. This investment constitutes 15.17% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 6 purchases of SPY, at an average price of $430.05, for a total of 63,024.00 shares. In addition, there have been 5 sales at an average price of $420.61 for 6,830.00 shares. Based on historical transaction data and SPY's current price of $627.58, DB Wealth Management Group, LLC's estimated gain on his SPY holdings is $11.04 Mil, reflecting a 40.72% gain to date.
DB Wealth Management Group, LLC SPY ($627.58) Holding Chart
DB Wealth Management Group, 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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