Elwood & Goetz Wealth Advisory Group, LLC SPY Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 4,420.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.73 Mil. This investment constitutes 0.59% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q1. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 11 purchases of SPY, at an average price of $459.53, for a total of 5,753.00 shares. In addition, there have been 11 sales at an average price of $441.84 for 1,333.00 shares. Based on historical transaction data and SPY's current price of $627.58, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his SPY holdings is $719,181.10, reflecting a 27.20% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC SPY ($627.58) Holding Chart
Elwood & Goetz Wealth Advisory 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
