Number of Shares
7,395.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
3.87%
Total Estimate Gain
$255,602.40
% of Total Estimate Gain
5.84%

Journey Beyond Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Journey Beyond Wealth, LLC held 7,395.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.14 Mil. This investment constitutes 3.87% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 25.00 shares. Based on historical transaction data and SPY's current price of $624.06, Journey Beyond Wealth, LLC's estimated gain on his SPY holdings is $255,602.40, reflecting a 5.84% gain to date.

Journey Beyond Wealth, LLC SPY ($624.06) Holding Chart

Journey Beyond Wealth, LLC SPY ($624.06) 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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