First Heartland Consultants, Inc. SPYV Holdings History
First Heartland Consultants, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 335,168.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.12 Mil. This investment constitutes 1.77% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then First Heartland Consultants, Inc. has made 8 purchases of SPYV, at an average price of $42.08, for a total of 580,993.00 shares. In addition, there have been 4 sales at an average price of $32.17 for 245,825.00 shares. Based on historical transaction data and SPYV's current price of $53.31, First Heartland Consultants, Inc.'s estimated gain on his SPYV holdings is $1.33 Mil, reflecting a 5.43% gain to date.
First Heartland Consultants, Inc. SPYV ($53.31) Holding Chart
First Heartland Consultants, Inc. SPYV ($53.31) 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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