Onyx Bridge Wealth Group LLC SPHY Holdings History
Number of Shares
546,845.00
Current Holdings Value*
$12.81 Mil
% of Portfolio
1.84%
Total Estimate Gain
$20,543.78
% of Total Estimate Gain
0.16%
Onyx Bridge Wealth Group LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 546,845.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $12.81 Mil. This investment constitutes 1.84% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.16% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q3. And since then Onyx Bridge Wealth Group LLC has made 3 purchases of SPHY, at an average price of $23.63, for a total of 546,845.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Onyx Bridge Wealth Group LLC's estimated gain on his SPHY holdings is $20,543.78, reflecting a 0.16% gain to date.
Onyx Bridge Wealth Group LLC SPHY ($23.67) Holding Chart
Onyx Bridge Wealth Group LLC SPHY ($23.67) 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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