EAGLE WEALTH STRATEGIES LLC SPY Holdings History
EAGLE WEALTH STRATEGIES LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 5,311.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.28 Mil. This investment constitutes 1.84% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 3 purchases of SPY, at an average price of $469.04, for a total of 5,661.00 shares. In addition, there have been 2 sales at an average price of $499.98 for 350.00 shares. Based on historical transaction data and SPY's current price of $634.42, EAGLE WEALTH STRATEGIES LLC's estimated gain on his SPY holdings is $889,168.93, reflecting a 33.49% gain to date.
EAGLE WEALTH STRATEGIES LLC SPY ($634.42) Holding Chart
EAGLE WEALTH STRATEGIES LLC SPY ($634.42) 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
