Legacy Wealth Partners, Inc. SPY Holdings History
Legacy Wealth Partners, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2021-06-30, Legacy Wealth Partners, Inc. held 39,361.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.85 Mil. This investment constitutes 9.36% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 4 purchases of SPY, at an average price of $333.25, for a total of 65,044.00 shares. In addition, there have been 2 sales at an average price of $332.12 for 25,683.00 shares. Based on historical transaction data and SPY's current price of $628.04, Legacy Wealth Partners, Inc.'s estimated gain on his SPY holdings is $11.57 Mil, reflecting a 53.40% gain to date.
Legacy Wealth Partners, Inc. SPY ($628.04) Holding Chart
Legacy Wealth Partners, Inc. SPY ($628.04) 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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