KFA Private Wealth Group, LLC SPY Holdings History
KFA Private Wealth Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 11,985.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.70 Mil. This investment constitutes 2.35% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 13 purchases of SPY, at an average price of $464.06, for a total of 14,127.00 shares. In addition, there have been 8 sales at an average price of $363.16 for 2,142.00 shares. Based on historical transaction data and SPY's current price of $627.83, KFA Private Wealth Group, LLC's estimated gain on his SPY holdings is $1.75 Mil, reflecting a 26.64% gain to date.
KFA Private Wealth Group, LLC SPY ($627.83) Holding Chart
KFA Private Wealth Group, LLC SPY ($627.83) 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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