Lenox Wealth Advisors, LLC SPY Holdings History
Lenox Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-03-31, Lenox Wealth Advisors, LLC held 211,176.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $94.52 Mil. This investment constitutes 11.89% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Lenox Wealth Advisors, LLC has made 10 purchases of SPY, at an average price of $190.72, for a total of 391,084.00 shares. In addition, there have been 15 sales at an average price of $305.28 for 179,908.00 shares. Based on historical transaction data and SPY's current price of $628.86, Lenox Wealth Advisors, LLC's estimated gain on his SPY holdings is $113.13 Mil, reflecting a 151.68% gain to date.
Lenox Wealth Advisors, LLC SPY ($628.86) Holding Chart
Lenox Wealth Advisors, LLC SPY ($628.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
