Number of Shares
68,743.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
2.8%
Total Estimate Gain
$-133,176.17
% of Total Estimate Gain
-3.86%

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 $43.57, Innovative Wealth Building LLC's estimated gain on his SPYD holdings is $-133,176.17, reflecting a -3.86% gain to date.

Innovative Wealth Building LLC SPYD ($43.57) Holding Chart

Innovative Wealth Building LLC SPYD ($43.57) 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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