IAMS WEALTH MANAGEMENT, LLC SPY Holdings History
IAMS WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 17,720.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.95 Mil. This investment constitutes 5.03% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 8 purchases of SPY, at an average price of $525.45, for a total of 18,414.00 shares. In addition, there have been 2 sales at an average price of $420.30 for 694.00 shares. Based on historical transaction data and SPY's current price of $628.86, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $1.76 Mil, reflecting a 18.18% gain to date.
IAMS WEALTH MANAGEMENT, LLC SPY ($628.86) Holding Chart
IAMS WEALTH MANAGEMENT, LLC SPY ($628.86) 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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