Filbrandt Wealth Management, LLC SPY Holdings History
Filbrandt Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 19,044.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.17 Mil. This investment constitutes 4.69% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 1 purchases of SPY, at an average price of $308.21, for a total of 20,639.00 shares. In addition, there have been 6 sales at an average price of $347.52 for 1,595.00 shares. Based on historical transaction data and SPY's current price of $625.34, Filbrandt Wealth Management, LLC's estimated gain on his SPY holdings is $6.10 Mil, reflecting a 95.93% gain to date.
Filbrandt Wealth Management, LLC SPY ($625.34) Holding Chart
Filbrandt Wealth Management, LLC SPY ($625.34) 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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