JUNCTURE WEALTH STRATEGIES, LLC SPYV Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 165,137.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $8.64 Mil. This investment constitutes 3.07% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 8 purchases of SPYV, at an average price of $31.27, for a total of 354,016.00 shares. In addition, there have been 16 sales at an average price of $40.50 for 188,879.00 shares. Based on historical transaction data and SPYV's current price of $52.87, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his SPYV holdings is $5.31 Mil, reflecting a 48.00% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC SPYV ($52.87) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC SPYV ($52.87) 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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