Fortune 45 LLC SPYV Holdings History

Number of Shares

13,255.00

$677,060.00

% of Portfolio

0.44%

Total Estimate Gain

$1.30 Mil

% of Total Estimate Gain

8.92%

Fortune 45 LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Fortune 45 LLC held 13,255.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $677,060.00. This investment constitutes 0.44% of their stock portfolio, and Fortune 45 LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2023Q2. And since then Fortune 45 LLC has made 3 purchases of SPYV, at an average price of $41.15, for a total of 354,102.00 shares. In addition, there have been 5 sales at an average price of $44.48 for 340,847.00 shares. Based on historical transaction data and SPYV's current price of $53.58, Fortune 45 LLC's estimated gain on his SPYV holdings is $1.30 Mil, reflecting a 8.92% gain to date.

Fortune 45 LLC SPYV ($53.58) Holding Chart

Fortune 45 LLC SPYV ($53.58) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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