First Heartland Consultants, Inc. SPY Holdings History
First Heartland Consultants, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 51,761.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $28.95 Mil. This investment constitutes 2.99% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then First Heartland Consultants, Inc. has made 21 purchases of SPY, at an average price of $314.02, for a total of 186,168.00 shares. In addition, there have been 14 sales at an average price of $323.00 for 134,407.00 shares. Based on historical transaction data and SPY's current price of $628.86, First Heartland Consultants, Inc.'s estimated gain on his SPY holdings is $17.50 Mil, reflecting a 29.94% gain to date.
First Heartland Consultants, Inc. SPY ($628.86) Holding Chart
First Heartland Consultants, Inc. 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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