Number of Shares
63,960.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
2.64%
Total Estimate Gain
$-9,292.12
% of Total Estimate Gain
-0.28%

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 $51.16, Palacios Wealth Management, LLC's estimated gain on his SPYI holdings is $-9,292.12, reflecting a -0.28% gain to date.

Palacios Wealth Management, LLC SPYI ($51.16) Holding Chart

Palacios Wealth Management, LLC SPYI ($51.16) 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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