Elios Financial Group Inc. SPY Holdings History
Number of Shares
18,340.00
Current Holdings Value*
$10.26 Mil
% of Portfolio
5.06%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
12.07%
Elios Financial Group Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Elios Financial Group Inc. held 18,340.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.26 Mil. This investment constitutes 5.06% of their stock portfolio, and Elios Financial Group Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $588.46 for 1,462.00 shares. Based on historical transaction data and SPY's current price of $622.14, Elios Financial Group Inc.'s estimated gain on his SPY holdings is $1.32 Mil, reflecting a 12.07% gain to date.
Elios Financial Group Inc. SPY ($622.14) Holding Chart
Elios Financial Group Inc. SPY ($622.14) 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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