IHT Wealth Management, LLC SPYV Holdings History
IHT Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 1.19 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $60.76 Mil. This investment constitutes 1.9% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.24% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then IHT Wealth Management, LLC has made 16 purchases of SPYV, at an average price of $40.95, for a total of 2.34 Mil shares. In addition, there have been 6 sales at an average price of $39.78 for 1.15 Mil shares. Based on historical transaction data and SPYV's current price of $53.06, IHT Wealth Management, LLC's estimated gain on his SPYV holdings is $13.06 Mil, reflecting a 13.65% gain to date.
IHT Wealth Management, LLC SPYV ($53.06) Holding Chart
IHT Wealth Management, LLC SPYV ($53.06) 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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