Foguth Wealth Management, LLC. SPY Holdings History
Foguth Wealth Management, LLC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 51,573.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $28.85 Mil. This investment constitutes 7% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 3 purchases of SPY, at an average price of $539.94, for a total of 52,186.00 shares. In addition, there have been 1 sales at an average price of $552.93 for 613.00 shares. Based on historical transaction data and SPY's current price of $627.31, Foguth Wealth Management, LLC.'s estimated gain on his SPY holdings is $4.51 Mil, reflecting a 16.02% gain to date.
Foguth Wealth Management, LLC. SPY ($627.31) Holding Chart
Foguth Wealth Management, LLC. SPY ($627.31) 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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