FUTURE YOU WEALTH LLC SPY Holdings History
FUTURE YOU WEALTH LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 4,426.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.48 Mil. This investment constitutes 1.59% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of SPY, at an average price of $587.78, for a total of 4,426.00 shares. Based on historical transaction data and SPY's current price of $634.21, FUTURE YOU WEALTH LLC's estimated gain on his SPY holdings is $205,499.18, reflecting a 7.90% gain to date.
FUTURE YOU WEALTH LLC SPY ($634.21) Holding Chart
FUTURE YOU WEALTH LLC SPY ($634.21) 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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