Foster Victor Wealth Advisors, LLC SPY Holdings History
Foster Victor Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Foster Victor Wealth Advisors, LLC held 2,324.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.24 Mil. This investment constitutes 0.1% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q3. And since then Foster Victor Wealth Advisors, LLC has made 11 purchases of SPY, at an average price of $407.67, for a total of 41,734.00 shares. In addition, there have been 8 sales at an average price of $458.11 for 39,410.00 shares. Based on historical transaction data and SPY's current price of $620.68, Foster Victor Wealth Advisors, LLC's estimated gain on his SPY holdings is $2.48 Mil, reflecting a 14.59% gain to date.
Foster Victor Wealth Advisors, LLC SPY ($620.68) Holding Chart
Foster Victor Wealth Advisors, LLC SPY ($620.68) 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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