Ignite Planners, LLC SPY Holdings History

Number of Shares
13,669.00
Current Holdings Value*
$7.63 Mil
% of Portfolio
1.49%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
29.84%

Ignite Planners, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Ignite Planners, LLC held 13,669.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.63 Mil. This investment constitutes 1.49% of their stock portfolio, and Ignite Planners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then Ignite Planners, LLC has made 3 purchases of SPY, at an average price of $451.82, for a total of 18,105.00 shares. In addition, there have been 10 sales at an average price of $460.39 for 4,436.00 shares. Based on historical transaction data and SPY's current price of $627.58, Ignite Planners, LLC's estimated gain on his SPY holdings is $2.44 Mil, reflecting a 29.84% gain to date.

Ignite Planners, LLC SPY ($627.58) Holding Chart

Ignite Planners, LLC SPY ($627.58) 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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