Emerson Wealth, LLC SPY Holdings History
Number of Shares
10,868.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
2.68%
Total Estimate Gain
$4.33 Mil
% of Total Estimate Gain
110.43%
Emerson Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 10,868.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.10 Mil. This investment constitutes 2.68% of their stock portfolio, and Emerson Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. In addition, there have been 9 sales at an average price of $383.33 for 3,711.00 shares. Based on historical transaction data and SPY's current price of $627.58, Emerson Wealth, LLC's estimated gain on his SPY holdings is $4.33 Mil, reflecting a 110.43% gain to date.
Emerson Wealth, LLC SPY ($627.58) Holding Chart
Emerson Wealth, 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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