Householder Group Estate & Retirement Specialist, LLC SPY Holdings History
Householder Group Estate & Retirement Specialist, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 1,220.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $720,000.00. This investment constitutes 0.54% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 6 purchases of SPY, at an average price of $432.30, for a total of 17,956.00 shares. In addition, there have been 6 sales at an average price of $484.62 for 16,736.00 shares. Based on historical transaction data and SPY's current price of $620.34, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SPY holdings is $1.11 Mil, reflecting a 14.24% gain to date.
Householder Group Estate & Retirement Specialist, LLC SPY ($620.34) Holding Chart
Householder Group Estate & Retirement Specialist, LLC SPY ($620.34) 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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