EMFO, LLC SPY Holdings History

Number of Shares
10,403.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
5.07%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
42.00%

EMFO, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2024-06-30, EMFO, LLC held 10,403.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.66 Mil. This investment constitutes 5.07% of their stock portfolio, and EMFO, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q2. And since then EMFO, LLC has made 8 purchases of SPY, at an average price of $436.46, for a total of 10,764.00 shares. In addition, there have been 3 sales at an average price of $395.57 for 361.00 shares. Based on historical transaction data and SPY's current price of $627.58, EMFO, LLC's estimated gain on his SPY holdings is $1.97 Mil, reflecting a 42.00% gain to date.

EMFO, LLC SPY ($627.58) Holding Chart

EMFO, 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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