Geometric Wealth Advisors SPY Holdings History
Geometric Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 5,349.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.99 Mil. This investment constitutes 0.51% of their stock portfolio, and Geometric Wealth Advisors now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Geometric Wealth Advisors has made 8 purchases of SPY, at an average price of $436.50, for a total of 5,589.00 shares. In addition, there have been 3 sales at an average price of $524.25 for 240.00 shares. Based on historical transaction data and SPY's current price of $624.22, Geometric Wealth Advisors's estimated gain on his SPY holdings is $1.03 Mil, reflecting a 42.02% gain to date.
Geometric Wealth Advisors SPY ($624.22) Holding Chart
Geometric Wealth Advisors SPY ($624.22) 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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