Latko Wealth Management, Ltd. SPY Holdings History
Latko Wealth Management, Ltd.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 14,189.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.94 Mil. This investment constitutes 5.15% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $588.66 for 662.00 shares. Based on historical transaction data and SPY's current price of $634.42, Latko Wealth Management, Ltd.'s estimated gain on his SPY holdings is $1.18 Mil, reflecting a 14.37% gain to date.
Latko Wealth Management, Ltd. SPY ($634.42) Holding Chart
Latko Wealth Management, Ltd. 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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