PKS Advisory Services, LLC SPY Holdings History
PKS Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 4,172.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $23.37 Mil. This investment constitutes 6.4% of their stock portfolio, and PKS Advisory Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 32,908.00 shares. Based on historical transaction data and SPY's current price of $623.62, PKS Advisory Services, LLC's estimated gain on his SPY holdings is $86,117.68, reflecting a 0.39% gain to date.
PKS Advisory Services, LLC SPY ($623.62) Holding Chart
PKS Advisory Services, LLC SPY ($623.62) 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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