Mattson Financial Services, LLC SPYI Holdings History
Mattson Financial Services, LLC's NEOS S&P 500 High Income ETF Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 112,686.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $5.40 Mil. This investment constitutes 1.62% of their stock portfolio, and Mattson Financial Services, LLC now holds 0.16% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.
The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 1 purchases of SPYI, at an average price of $51.70, for a total of 168,243.00 shares. In addition, there have been 2 sales at an average price of $50.53 for 55,557.00 shares. Based on historical transaction data and SPYI's current price of $50.53, Mattson Financial Services, LLC's estimated gain on his SPYI holdings is $-197,069.15, reflecting a -2.27% gain to date.
Mattson Financial Services, LLC SPYI ($50.53) Holding Chart
Mattson Financial Services, LLC SPYI ($50.53) 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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