JOURNEY STRATEGIC WEALTH LLC SPYV Holdings History
JOURNEY STRATEGIC WEALTH LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 349,587.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.85 Mil. This investment constitutes 0.62% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q3. And since then JOURNEY STRATEGIC WEALTH LLC has made 3 purchases of SPYV, at an average price of $51.06, for a total of 349,587.00 shares. Based on historical transaction data and SPYV's current price of $51.64, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his SPYV holdings is $204,109.43, reflecting a 1.14% gain to date.
JOURNEY STRATEGIC WEALTH LLC SPYV ($51.64) Holding Chart
JOURNEY STRATEGIC WEALTH LLC SPYV ($51.64) 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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