Fiduciary Wealth Partners, LLC SPY Holdings History
Fiduciary Wealth Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 6,467.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.62 Mil. This investment constitutes 3.13% of their stock portfolio, and Fiduciary Wealth Partners, 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 Fiduciary Wealth Partners, LLC has made 1 purchases of SPY, at an average price of $587.78, for a total of 6,467.00 shares. Based on historical transaction data and SPY's current price of $635.46, Fiduciary Wealth Partners, LLC's estimated gain on his SPY holdings is $308,346.56, reflecting a 8.11% gain to date.
Fiduciary Wealth Partners, LLC SPY ($635.46) Holding Chart
Fiduciary Wealth Partners, LLC SPY ($635.46) 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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