Insight Wealth Partners, LLC SPY Holdings History
Insight Wealth Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 764,800.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $427.82 Mil. This investment constitutes 71.22% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.07% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Insight Wealth Partners, LLC has made 8 purchases of SPY, at an average price of $413.00, for a total of 4,720.00 shares. In addition, there have been 12 sales at an average price of $398.19 for 3,589.00 shares. Based on historical transaction data and SPY's current price of $627.58, Insight Wealth Partners, LLC's estimated gain on his SPY holdings is $189,515.99, reflecting a 9.72% gain to date.
Insight Wealth Partners, LLC SPY ($627.58) Holding Chart
Insight Wealth Partners, 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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