LEGACY CAPITAL WEALTH MANAGEMENT, LLC SPY Holdings History
Number of Shares
24,522.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
14.27%
Total Estimate Gain
$769,255.14
% of Total Estimate Gain
5.32%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 24,522.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.37 Mil. This investment constitutes 14.27% of their stock portfolio, and LEGACY CAPITAL WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SPY's current price of $620.86, LEGACY CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $769,255.14, reflecting a 5.32% gain to date.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC SPY ($620.86) Holding Chart
LEGACY CAPITAL WEALTH MANAGEMENT, LLC SPY ($620.86) 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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