Number of Shares
11,322.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
1.89%
Total Estimate Gain
$709,997.77
% of Total Estimate Gain
7.26%

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 $627.97, Encompass More Asset Management's estimated gain on his SPY holdings is $709,997.77, reflecting a 7.26% gain to date.

Encompass More Asset Management SPY ($627.97) Holding Chart

Encompass More Asset Management SPY ($627.97) 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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