LWM Advisory Services, LLC SPY Holdings History
LWM Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 19,847.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.10 Mil. This investment constitutes 7.71% of their stock portfolio, and LWM Advisory Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then LWM Advisory Services, LLC has made 4 purchases of SPY, at an average price of $487.40, for a total of 41,997.00 shares. In addition, there have been 9 sales at an average price of $542.95 for 22,150.00 shares. Based on historical transaction data and SPY's current price of $627.58, LWM Advisory Services, LLC's estimated gain on his SPY holdings is $4.01 Mil, reflecting a 19.60% gain to date.
LWM Advisory Services, LLC SPY ($627.58) Holding Chart
LWM Advisory Services, 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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