Etesian Wealth Advisors, Inc. SPY Holdings History
Etesian Wealth Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Etesian Wealth Advisors, Inc. held 13,443.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.52 Mil. This investment constitutes 3.24% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Etesian Wealth Advisors, Inc. has made 5 purchases of SPY, at an average price of $412.64, for a total of 14,165.00 shares. In addition, there have been 4 sales at an average price of $429.83 for 722.00 shares. Based on historical transaction data and SPY's current price of $628.86, Etesian Wealth Advisors, Inc.'s estimated gain on his SPY holdings is $2.92 Mil, reflecting a 49.94% gain to date.
Etesian Wealth Advisors, Inc. SPY ($628.86) Holding Chart
Etesian Wealth Advisors, Inc. SPY ($628.86) 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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