Omega Financial Group, LLC SPY Holdings History
Omega Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 7,762.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.34 Mil. This investment constitutes 1.67% of their stock portfolio, and Omega Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 6 purchases of SPY, at an average price of $298.38, for a total of 13,342.00 shares. In addition, there have been 19 sales at an average price of $386.22 for 5,580.00 shares. Based on historical transaction data and SPY's current price of $624.81, Omega Financial Group, LLC's estimated gain on his SPY holdings is $3.02 Mil, reflecting a 75.96% gain to date.
Omega Financial Group, LLC SPY ($624.81) Holding Chart
Omega Financial Group, LLC SPY ($624.81) 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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