PREVAIL INNOVATIVE WEALTH ADVISORS, LLC SPY Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 11,086.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.20 Mil. This investment constitutes 1.65% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 4 purchases of SPY, at an average price of $548.29, for a total of 19,677.00 shares. In addition, there have been 3 sales at an average price of $553.03 for 8,591.00 shares. Based on historical transaction data and SPY's current price of $630.62, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his SPY holdings is $953,430.36, reflecting a 8.84% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC SPY ($630.62) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC SPY ($630.62) 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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