GeoWealth Management, LLC SPY Holdings History
GeoWealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 10,787.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.03 Mil. This investment constitutes 0.24% of their stock portfolio, and GeoWealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q2. And since then GeoWealth Management, LLC has made 15 purchases of SPY, at an average price of $433.81, for a total of 91,819.00 shares. In addition, there have been 8 sales at an average price of $517.60 for 81,032.00 shares. Based on historical transaction data and SPY's current price of $633.17, GeoWealth Management, LLC's estimated gain on his SPY holdings is $8.94 Mil, reflecting a 22.44% gain to date.
GeoWealth Management, LLC SPY ($633.17) Holding Chart
GeoWealth Management, LLC SPY ($633.17) 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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