FORTRESS FINANCIAL GROUP, LLC SPY Holdings History
FORTRESS FINANCIAL GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 4,865.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.72 Mil. This investment constitutes 2.72% of their stock portfolio, and FORTRESS FINANCIAL GROUP, 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 FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of SPY, at an average price of $589.47, for a total of 4,865.00 shares. Based on historical transaction data and SPY's current price of $623.62, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his SPY holdings is $166,143.34, reflecting a 5.79% gain to date.
FORTRESS FINANCIAL GROUP, LLC SPY ($623.62) Holding Chart
FORTRESS FINANCIAL GROUP, LLC SPY ($623.62) 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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