Financial Council, LLC SPYV Holdings History
Financial Council, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Financial Council, LLC held 217,391.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $11.10 Mil. This investment constitutes 5.98% of their stock portfolio, and Financial Council, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 14 purchases of SPYV, at an average price of $41.75, for a total of 217,391.00 shares. Based on historical transaction data and SPYV's current price of $52.14, Financial Council, LLC's estimated gain on his SPYV holdings is $2.26 Mil, reflecting a 24.87% gain to date.
Financial Council, LLC SPYV ($52.14) Holding Chart
Financial Council, LLC SPYV ($52.14) 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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