IHT Wealth Management, LLC SPY Holdings History
IHT Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 85,924.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $48.07 Mil. This investment constitutes 1.5% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then IHT Wealth Management, LLC has made 15 purchases of SPY, at an average price of $347.32, for a total of 197,149.00 shares. In addition, there have been 12 sales at an average price of $423.61 for 111,225.00 shares. Based on historical transaction data and SPY's current price of $625.82, IHT Wealth Management, LLC's estimated gain on his SPY holdings is $32.41 Mil, reflecting a 47.34% gain to date.
IHT Wealth Management, LLC SPY ($625.82) Holding Chart
IHT Wealth Management, LLC SPY ($625.82) 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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