FSA WEALTH PARTNERS, INC. SPY Holdings History
FSA WEALTH PARTNERS, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 39,563.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.13 Mil. This investment constitutes 8.37% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then FSA WEALTH PARTNERS, INC. has made 16 purchases of SPY, at an average price of $350.47, for a total of 405,574.00 shares. In addition, there have been 13 sales at an average price of $392.42 for 366,011.00 shares. Based on historical transaction data and SPY's current price of $627.58, FSA WEALTH PARTNERS, INC.'s estimated gain on his SPY holdings is $26.32 Mil, reflecting a 18.52% gain to date.
FSA WEALTH PARTNERS, INC. SPY ($627.58) Holding Chart
FSA WEALTH PARTNERS, INC. 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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