One Wealth Management Investment & Advisory Services, LLC SPY Holdings History
One Wealth Management Investment & Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, One Wealth Management Investment & Advisory Services, LLC held 5,359.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.31 Mil. This investment constitutes 4.27% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 5 purchases of SPY, at an average price of $525.85, for a total of 5,579.00 shares. In addition, there have been 1 sales at an average price of $497.86 for 220.00 shares. Based on historical transaction data and SPY's current price of $634.21, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his SPY holdings is $574,533.60, reflecting a 19.58% gain to date.
One Wealth Management Investment & Advisory Services, LLC SPY ($634.21) Holding Chart
One Wealth Management Investment & Advisory Services, LLC SPY ($634.21) 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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