IronBridge Private Wealth, LLC SPY Holdings History
IronBridge Private Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, IronBridge Private Wealth, LLC held 17,186.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.61 Mil. This investment constitutes 3.79% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then IronBridge Private Wealth, LLC has made 6 purchases of SPY, at an average price of $385.20, for a total of 76,038.00 shares. In addition, there have been 10 sales at an average price of $420.60 for 58,852.00 shares. Based on historical transaction data and SPY's current price of $627.58, IronBridge Private Wealth, LLC's estimated gain on his SPY holdings is $6.25 Mil, reflecting a 21.33% gain to date.
IronBridge Private Wealth, LLC SPY ($627.58) Holding Chart
IronBridge Private Wealth, 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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