FSC Wealth Advisors, LLC SPY Holdings History
FSC Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FSC Wealth Advisors, LLC held 24,025.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.44 Mil. This investment constitutes 8.82% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then FSC Wealth Advisors, LLC has made 6 purchases of SPY, at an average price of $448.89, for a total of 90,900.00 shares. In addition, there have been 7 sales at an average price of $442.93 for 66,875.00 shares. Based on historical transaction data and SPY's current price of $628.86, FSC Wealth Advisors, LLC's estimated gain on his SPY holdings is $3.92 Mil, reflecting a 9.62% gain to date.
FSC Wealth Advisors, LLC SPY ($628.86) Holding Chart
FSC Wealth Advisors, LLC 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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