Intrepid Financial Planning Group LLC SPY Holdings History
Intrepid Financial Planning Group LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 30,460.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.04 Mil. This investment constitutes 7.89% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q2. In addition, there have been 11 sales at an average price of $493.06 for 9,726.00 shares. Based on historical transaction data and SPY's current price of $620.45, Intrepid Financial Planning Group LLC's estimated gain on his SPY holdings is $7.27 Mil, reflecting a 44.23% gain to date.
Intrepid Financial Planning Group LLC SPY ($620.45) Holding Chart
Intrepid Financial Planning Group LLC SPY ($620.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
