Number of Shares
231,423.00
Current Holdings Value*
$77.50 Mil
% of Portfolio
25.98%
Total Estimate Gain
$108.83 Mil
% of Total Estimate Gain
146.56%

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's SPDR S&P 500 ETF Trust Holding Summary

As of 2020-09-30, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT held 231,423.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $77.50 Mil. This investment constitutes 25.98% of their stock portfolio, and MUTUAL OF OMAHA BANK WEALTH MANAGEMENT now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then MUTUAL OF OMAHA BANK WEALTH MANAGEMENT has made 7 purchases of SPY, at an average price of $196.84, for a total of 377,233.00 shares. In addition, there have been 11 sales at an average price of $259.58 for 145,810.00 shares. Based on historical transaction data and SPY's current price of $627.58, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's estimated gain on his SPY holdings is $108.83 Mil, reflecting a 146.56% gain to date.

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT SPY ($627.58) Holding Chart

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT SPY ($627.58) 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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