FLAGSHIP WEALTH ADVISORS, LLC SPY Holdings History
FLAGSHIP WEALTH ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 22,609.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.65 Mil. This investment constitutes 5.33% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of SPY, at an average price of $589.03, for a total of 22,609.00 shares. Based on historical transaction data and SPY's current price of $630.99, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his SPY holdings is $948,682.27, reflecting a 7.12% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC SPY ($630.99) Holding Chart
FLAGSHIP WEALTH ADVISORS, LLC SPY ($630.99) 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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