International Private Wealth Advisors LLC SPY Holdings History
International Private Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, International Private Wealth Advisors LLC held 13,755.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.50 Mil. This investment constitutes 7.29% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then International Private Wealth Advisors LLC has made 4 purchases of SPY, at an average price of $482.80, for a total of 19,542.00 shares. In addition, there have been 2 sales at an average price of $520.47 for 5,787.00 shares. Based on historical transaction data and SPY's current price of $624.20, International Private Wealth Advisors LLC's estimated gain on his SPY holdings is $2.16 Mil, reflecting a 22.93% gain to date.
International Private Wealth Advisors LLC SPY ($624.20) Holding Chart
International Private Wealth Advisors LLC SPY ($624.20) 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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