Omnia Family Wealth, LLC SPY Holdings History
Omnia Family Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Omnia Family Wealth, LLC held 9,939.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.58 Mil. This investment constitutes 2.33% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 13 purchases of SPY, at an average price of $384.43, for a total of 70,114.00 shares. In addition, there have been 9 sales at an average price of $415.88 for 60,175.00 shares. Based on historical transaction data and SPY's current price of $633.23, Omnia Family Wealth, LLC's estimated gain on his SPY holdings is $4.37 Mil, reflecting a 16.20% gain to date.
Omnia Family Wealth, LLC SPY ($633.23) Holding Chart
Omnia Family Wealth, LLC SPY ($633.23) 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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