Koss-Olinger Consulting, LLC SPY Holdings History
Koss-Olinger Consulting, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 5,355.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.00 Mil. This investment constitutes 0.25% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 7 purchases of SPY, at an average price of $508.07, for a total of 13,395.00 shares. In addition, there have been 5 sales at an average price of $537.93 for 8,040.00 shares. Based on historical transaction data and SPY's current price of $627.58, Koss-Olinger Consulting, LLC's estimated gain on his SPY holdings is $880,034.55, reflecting a 12.93% gain to date.
Koss-Olinger Consulting, LLC SPY ($627.58) Holding Chart
Koss-Olinger Consulting, LLC SPY ($627.58) 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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