JFG Wealth Management, LLC SPY Holdings History
JFG Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 10,675.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.97 Mil. This investment constitutes 1.36% of their stock portfolio, and JFG Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q2. And since then JFG Wealth Management, LLC has made 8 purchases of SPY, at an average price of $461.91, for a total of 17,111.00 shares. In addition, there have been 10 sales at an average price of $467.89 for 6,436.00 shares. Based on historical transaction data and SPY's current price of $623.62, JFG Wealth Management, LLC's estimated gain on his SPY holdings is $1.76 Mil, reflecting a 22.33% gain to date.
JFG Wealth Management, LLC SPY ($623.62) Holding Chart
JFG Wealth Management, LLC SPY ($623.62) 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
