Modern Wealth Management, LLC SPY Holdings History
Modern Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 28,200.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $617,340.00. This investment constitutes 0.02% of their stock portfolio, and Modern Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 4 purchases of SPY, at an average price of $482.11, for a total of 194,999.00 shares. In addition, there have been 1 sales at an average price of $552.93 for 8,276.00 shares. Based on historical transaction data and SPY's current price of $627.58, Modern Wealth Management, LLC's estimated gain on his SPY holdings is $27.75 Mil, reflecting a 29.52% gain to date.
Modern Wealth Management, LLC SPY ($627.58) Holding Chart
Modern Wealth Management, LLC 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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