Holistic Planning, LLC SPY Holdings History
Holistic Planning, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 7,192.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.02 Mil. This investment constitutes 1.36% of their stock portfolio, and Holistic Planning, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 2 purchases of SPY, at an average price of $515.96, for a total of 7,427.00 shares. In addition, there have been 2 sales at an average price of $506.05 for 235.00 shares. Based on historical transaction data and SPY's current price of $627.58, Holistic Planning, LLC's estimated gain on his SPY holdings is $800,455.45, reflecting a 20.89% gain to date.
Holistic Planning, LLC SPY ($627.58) Holding Chart
Holistic Planning, LLC SPY ($627.58) 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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