Lodestone Wealth Management LLC SPY Holdings History
Lodestone Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 866.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $484,590.00. This investment constitutes 0.26% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then Lodestone Wealth Management LLC has made 3 purchases of SPY, at an average price of $513.83, for a total of 9,547.00 shares. In addition, there have been 4 sales at an average price of $535.14 for 8,681.00 shares. Based on historical transaction data and SPY's current price of $634.21, Lodestone Wealth Management LLC's estimated gain on his SPY holdings is $289,294.63, reflecting a 5.90% gain to date.
Lodestone Wealth Management LLC SPY ($634.21) Holding Chart
Lodestone Wealth Management LLC SPY ($634.21) 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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