POWER WEALTH MANAGEMENT LLC SPYV Holdings History
POWER WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 224,715.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $11.48 Mil. This investment constitutes 4.64% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of SPYV, at an average price of $47.89, for a total of 224,715.00 shares. Based on historical transaction data and SPYV's current price of $53.67, POWER WEALTH MANAGEMENT LLC's estimated gain on his SPYV holdings is $1.30 Mil, reflecting a 12.08% gain to date.
POWER WEALTH MANAGEMENT LLC SPYV ($53.67) Holding Chart
POWER WEALTH MANAGEMENT LLC SPYV ($53.67) 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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