HERBST GROUP, LLC SPY Holdings History
HERBST GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, HERBST GROUP, LLC held 9,551.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.34 Mil. This investment constitutes 3.78% of their stock portfolio, and HERBST GROUP, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then HERBST GROUP, LLC has made 8 purchases of SPY, at an average price of $458.23, for a total of 10,377.00 shares. In addition, there have been 5 sales at an average price of $461.55 for 826.00 shares. Based on historical transaction data and SPY's current price of $620.68, HERBST GROUP, LLC's estimated gain on his SPY holdings is $1.55 Mil, reflecting a 32.69% gain to date.
HERBST GROUP, LLC SPY ($620.68) Holding Chart
HERBST GROUP, 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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