Measured Wealth Private Client Group, LLC SPYV Holdings History
Measured Wealth Private Client Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 528,939.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.01 Mil. This investment constitutes 8.67% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Measured Wealth Private Client Group, LLC has made 10 purchases of SPYV, at an average price of $32.75, for a total of 1.30 Mil shares. In addition, there have been 13 sales at an average price of $42.56 for 772,781.00 shares. Based on historical transaction data and SPYV's current price of $53.02, Measured Wealth Private Client Group, LLC's estimated gain on his SPYV holdings is $18.30 Mil, reflecting a 42.93% gain to date.
Measured Wealth Private Client Group, LLC SPYV ($53.02) Holding Chart
Measured Wealth Private Client Group, LLC SPYV ($53.02) 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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