GC Wealth Management RIA, LLC SPY Holdings History
GC Wealth Management RIA, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, GC Wealth Management RIA, LLC held 27,497.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.38 Mil. This investment constitutes 2.82% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then GC Wealth Management RIA, LLC has made 4 purchases of SPY, at an average price of $469.22, for a total of 28,835.00 shares. In addition, there have been 1 sales at an average price of $589.49 for 1,338.00 shares. Based on historical transaction data and SPY's current price of $617.85, GC Wealth Management RIA, LLC's estimated gain on his SPY holdings is $4.25 Mil, reflecting a 31.39% gain to date.
GC Wealth Management RIA, LLC SPY ($617.85) Holding Chart
GC Wealth Management RIA, LLC SPY ($617.85) 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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