MEMBERS WEALTH LLC SPYV Holdings History
MEMBERS WEALTH LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 74,339.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $3.80 Mil. This investment constitutes 2.86% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of SPYV, at an average price of $48.99, for a total of 93,521.00 shares. Based on historical transaction data and SPYV's current price of $53.58, MEMBERS WEALTH LLC's estimated gain on his SPYV holdings is $422,300.41, reflecting a 9.22% gain to date.
MEMBERS WEALTH LLC SPYV ($53.58) Holding Chart
MEMBERS WEALTH LLC SPYV ($53.58) 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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