Innovative Wealth Building LLC SPYD Holdings History
Innovative Wealth Building LLC's SPDR Portfolio S&P 500 High Dividend ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 68,743.00 shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling $3.04 Mil. This investment constitutes 2.8% of their stock portfolio, and Innovative Wealth Building LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $43.96 for 7,233.00 shares. Based on historical transaction data and SPYD's current price of $42.19, Innovative Wealth Building LLC's estimated gain on his SPYD holdings is $-228,041.51, reflecting a -6.62% gain to date.
Innovative Wealth Building LLC SPYD ($42.19) Holding Chart
Innovative Wealth Building LLC SPYD ($42.19) 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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