OFC FINANCIAL PLANNING, LLC SPY Holdings History
OFC FINANCIAL PLANNING, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 6,255.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.50 Mil. This investment constitutes 3.96% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 45.00 shares. Based on historical transaction data and SPY's current price of $622.14, OFC FINANCIAL PLANNING, LLC's estimated gain on his SPY holdings is $204,148.80, reflecting a 5.50% gain to date.
OFC FINANCIAL PLANNING, LLC SPY ($622.14) Holding Chart
OFC FINANCIAL PLANNING, LLC SPY ($622.14) 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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