MBL Wealth, LLC SPY Holdings History
MBL Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 4,800.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.69 Mil. This investment constitutes 0.27% of their stock portfolio, and MBL Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 11 purchases of SPY, at an average price of $491.57, for a total of 410,506.00 shares. In addition, there have been 2 sales at an average price of $585.82 for 207,387.00 shares. Based on historical transaction data and SPY's current price of $625.34, MBL Wealth, LLC's estimated gain on his SPY holdings is $46.72 Mil, reflecting a 23.15% gain to date.
MBL Wealth, LLC SPY ($625.34) Holding Chart
MBL Wealth, LLC SPY ($625.34) 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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