Fortitude Advisory Group L.L.C. SPY Holdings History
Fortitude Advisory Group L.L.C.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Fortitude Advisory Group L.L.C. held 10,435.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.49 Mil. This investment constitutes 3.94% of their stock portfolio, and Fortitude Advisory Group L.L.C. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Fortitude Advisory Group L.L.C. has made 6 purchases of SPY, at an average price of $449.64, for a total of 16,086.00 shares. In addition, there have been 7 sales at an average price of $459.73 for 5,651.00 shares. Based on historical transaction data and SPY's current price of $627.58, Fortitude Advisory Group L.L.C.'s estimated gain on his SPY holdings is $1.91 Mil, reflecting a 26.46% gain to date.
Fortitude Advisory Group L.L.C. SPY ($627.58) Holding Chart
Fortitude Advisory Group L.L.C. SPY ($627.58) 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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