OPTIMUM INVESTMENT ADVISORS SPY Holdings History
OPTIMUM INVESTMENT ADVISORS's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 23,162.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.96 Mil. This investment constitutes 6.1% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 16 purchases of SPY, at an average price of $225.63, for a total of 113,666.00 shares. In addition, there have been 17 sales at an average price of $220.27 for 90,504.00 shares. Based on historical transaction data and SPY's current price of $628.04, OPTIMUM INVESTMENT ADVISORS's estimated gain on his SPY holdings is $8.84 Mil, reflecting a 34.45% gain to date.
OPTIMUM INVESTMENT ADVISORS SPY ($628.04) Holding Chart
OPTIMUM INVESTMENT ADVISORS SPY ($628.04) 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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