Novak & Powell Financial Services, Inc. SPY Holdings History
Novak & Powell Financial Services, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 10,183.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.70 Mil. This investment constitutes 3.54% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of SPY, at an average price of $451.12, for a total of 10,829.00 shares. In addition, there have been 2 sales at an average price of $586.93 for 646.00 shares. Based on historical transaction data and SPY's current price of $627.58, Novak & Powell Financial Services, Inc.'s estimated gain on his SPY holdings is $1.88 Mil, reflecting a 38.58% gain to date.
Novak & Powell Financial Services, Inc. SPY ($627.58) Holding Chart
Novak & Powell Financial Services, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
