High Net Worth Advisory Group LLC SPY Holdings History
High Net Worth Advisory Group LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 10,955.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.77 Mil. This investment constitutes 1.79% of their stock portfolio, and High Net Worth Advisory 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 High Net Worth Advisory Group LLC has made 11 purchases of SPY, at an average price of $502.82, for a total of 26,414.00 shares. In addition, there have been 4 sales at an average price of $551.02 for 15,459.00 shares. Based on historical transaction data and SPY's current price of $628.04, High Net Worth Advisory Group LLC's estimated gain on his SPY holdings is $2.12 Mil, reflecting a 15.94% gain to date.
High Net Worth Advisory Group LLC SPY ($628.04) Holding Chart
High Net Worth Advisory Group LLC SPY ($628.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
