LANDMARK WEALTH MANAGEMENT, INC. SPY Holdings History
LANDMARK WEALTH MANAGEMENT, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 22,142.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.39 Mil. This investment constitutes 5.91% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 2 purchases of SPY, at an average price of $521.77, for a total of 33,461.00 shares. In addition, there have been 3 sales at an average price of $585.95 for 11,319.00 shares. Based on historical transaction data and SPY's current price of $634.42, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his SPY holdings is $3.22 Mil, reflecting a 18.45% gain to date.
LANDMARK WEALTH MANAGEMENT, INC. SPY ($634.42) Holding Chart
LANDMARK WEALTH MANAGEMENT, INC. SPY ($634.42) 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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