Palacios Wealth Management, LLC SPYI Holdings History
Palacios Wealth Management, LLC's NEOS S&P 500 High Income ETF Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 63,960.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $3.22 Mil. This investment constitutes 2.64% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0.08% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.
The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 2 purchases of SPYI, at an average price of $51.31, for a total of 63,960.00 shares. Based on historical transaction data and SPYI's current price of $51.05, Palacios Wealth Management, LLC's estimated gain on his SPYI holdings is $-16,327.72, reflecting a -0.50% gain to date.
Palacios Wealth Management, LLC SPYI ($51.05) Holding Chart
Palacios Wealth Management, LLC SPYI ($51.05) 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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