ICA Group Wealth Management, LLC SPY Holdings History
ICA Group Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 13,190.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.18 Mil. This investment constitutes 4.31% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 4 purchases of SPY, at an average price of $432.27, for a total of 21,770.00 shares. In addition, there have been 5 sales at an average price of $499.87 for 8,580.00 shares. Based on historical transaction data and SPY's current price of $623.62, ICA Group Wealth Management, LLC's estimated gain on his SPY holdings is $3.10 Mil, reflecting a 32.98% gain to date.
ICA Group Wealth Management, LLC SPY ($623.62) Holding Chart
ICA Group Wealth Management, LLC SPY ($623.62) 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
