PANORAMIC INVESTMENT ADVISORS, LLC SPY Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held - shares of SPDR S&P 500 ETF Trust(SPY), totaling N/A. This investment constitutes 0% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q1. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of SPY, at an average price of $498.89, for a total of 410.00 shares. In addition, there have been 1 sales at an average price of $587.78 for 410.00 shares. Based on historical transaction data and SPY's current price of $634.42, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SPY holdings is $36,445.61, reflecting a 17.82% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SPY ($634.42) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SPY ($634.42) 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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