Number of Shares
29,338.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
0.74%
Total Estimate Gain
$79,390.80
% of Total Estimate Gain
3.41%

Elios Financial Group Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Elios Financial Group Inc. held 29,338.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $1.50 Mil. This investment constitutes 0.74% of their stock portfolio, and Elios Financial Group Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $52.19 for 16,404.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Elios Financial Group Inc.'s estimated gain on his SPYV holdings is $79,390.80, reflecting a 3.41% gain to date.

Elios Financial Group Inc. SPYV ($52.87) Holding Chart

Elios Financial Group Inc. SPYV ($52.87) 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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