Epic Trust Investment Advisors, LLC SPY Holdings History
Epic Trust Investment Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 20,943.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.40 Mil. This investment constitutes 12.69% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 5 purchases of SPY, at an average price of $455.31, for a total of 30,478.00 shares. In addition, there have been 5 sales at an average price of $411.53 for 9,535.00 shares. Based on historical transaction data and SPY's current price of $627.58, Epic Trust Investment Advisors, LLC's estimated gain on his SPY holdings is $3.19 Mil, reflecting a 22.99% gain to date.
Epic Trust Investment Advisors, LLC SPY ($627.58) Holding Chart
Epic Trust Investment Advisors, 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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