Hibernia Wealth Partners, LLC SPY Holdings History
Hibernia Wealth Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Hibernia Wealth Partners, LLC held 29,574.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.94 Mil. This investment constitutes 11.32% of their stock portfolio, and Hibernia Wealth Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then Hibernia Wealth Partners, LLC has made 4 purchases of SPY, at an average price of $515.99, for a total of 105,197.00 shares. In addition, there have been 1 sales at an average price of $552.93 for 75,623.00 shares. Based on historical transaction data and SPY's current price of $634.21, Hibernia Wealth Partners, LLC's estimated gain on his SPY holdings is $6.29 Mil, reflecting a 11.59% gain to date.
Hibernia Wealth Partners, LLC SPY ($634.21) Holding Chart
Hibernia Wealth Partners, LLC SPY ($634.21) 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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