My Personal CFO, LLC SPY Holdings History
My Personal CFO, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, My Personal CFO, LLC held 10,391.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.81 Mil. This investment constitutes 2.93% of their stock portfolio, and My Personal CFO, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 7 purchases of SPY, at an average price of $459.53, for a total of 13,484.00 shares. In addition, there have been 2 sales at an average price of $396.68 for 3,093.00 shares. Based on historical transaction data and SPY's current price of $627.58, My Personal CFO, LLC's estimated gain on his SPY holdings is $1.55 Mil, reflecting a 25.04% gain to date.
My Personal CFO, LLC SPY ($627.58) Holding Chart
My Personal CFO, 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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