Nicholas Wealth, LLC. SPY Holdings History

Number of Shares
7,900.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
1%
Total Estimate Gain
$827,573.39
% of Total Estimate Gain
27.78%

Nicholas Wealth, LLC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Nicholas Wealth, LLC. held 7,900.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.72 Mil. This investment constitutes 1% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q3. And since then Nicholas Wealth, LLC. has made 4 purchases of SPY, at an average price of $484.09, for a total of 6,154.00 shares. In addition, there have been 2 sales at an average price of $546.94 for 607.00 shares. Based on historical transaction data and SPY's current price of $626.40, Nicholas Wealth, LLC.'s estimated gain on his SPY holdings is $827,573.39, reflecting a 27.78% gain to date.

Nicholas Wealth, LLC. SPY ($626.40) Holding Chart

Nicholas Wealth, LLC. SPY ($626.40) 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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