Encompass More Asset Management SPY Holdings History
Encompass More Asset Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Encompass More Asset Management held 11,322.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.33 Mil. This investment constitutes 1.89% of their stock portfolio, and Encompass More Asset Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Encompass More Asset Management has made 3 purchases of SPY, at an average price of $569.21, for a total of 17,190.00 shares. In addition, there have been 2 sales at an average price of $576.84 for 5,868.00 shares. Based on historical transaction data and SPY's current price of $624.81, Encompass More Asset Management's estimated gain on his SPY holdings is $674,220.25, reflecting a 6.89% gain to date.
Encompass More Asset Management SPY ($624.81) Holding Chart
Encompass More Asset Management SPY ($624.81) 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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