Milestone Asset Management Group, LLC SPYV Holdings History
Milestone Asset Management Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 67,070.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $3.43 Mil. This investment constitutes 3.1% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of SPYV, at an average price of $51.86, for a total of 67,070.00 shares. Based on historical transaction data and SPYV's current price of $52.64, Milestone Asset Management Group, LLC's estimated gain on his SPYV holdings is $52,314.60, reflecting a 1.50% gain to date.
Milestone Asset Management Group, LLC SPYV ($52.64) Holding Chart
Milestone Asset Management Group, LLC SPYV ($52.64) 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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