Measured Wealth Private Client Group, LLC SPY Holdings History
Measured Wealth Private Client Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 26,522.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.84 Mil. This investment constitutes 4.76% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 5 purchases of SPY, at an average price of $365.55, for a total of 58,423.00 shares. In addition, there have been 23 sales at an average price of $411.81 for 31,901.00 shares. Based on historical transaction data and SPY's current price of $623.62, Measured Wealth Private Client Group, LLC's estimated gain on his SPY holdings is $8.32 Mil, reflecting a 38.96% gain to date.
Measured Wealth Private Client Group, LLC SPY ($623.62) Holding Chart
Measured Wealth Private Client Group, LLC SPY ($623.62) 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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