Nicholas Wealth, LLC. SPY Holdings History
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 $623.62, Nicholas Wealth, LLC.'s estimated gain on his SPY holdings is $812,152.73, reflecting a 27.26% gain to date.
Nicholas Wealth, LLC. SPY ($623.62) Holding Chart
Nicholas Wealth, LLC. SPY ($623.62) 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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