Inman Jager Wealth Management, LLC SPYV Holdings History
Inman Jager Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Inman Jager Wealth Management, LLC held 59,805.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $3.05 Mil. This investment constitutes 2.29% of their stock portfolio, and Inman Jager Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q4. And since then Inman Jager Wealth Management, LLC has made 1 purchases of SPYV, at an average price of $52.89, for a total of 59,805.00 shares. Based on historical transaction data and SPYV's current price of $53.57, Inman Jager Wealth Management, LLC's estimated gain on his SPYV holdings is $40,791.83, reflecting a 1.29% gain to date.
Inman Jager Wealth Management, LLC SPYV ($53.57) Holding Chart
Inman Jager Wealth Management, LLC SPYV ($53.57) 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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