Processus Wealth & Capital Management, LLC SPY Holdings History
Processus Wealth & Capital Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Processus Wealth & Capital Management, LLC held - shares of SPDR S&P 500 ETF Trust(SPY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then Processus Wealth & Capital Management, LLC has made 1 purchases of SPY, at an average price of $589.49, for a total of 625.00 shares. In addition, there have been 1 sales at an average price of $571.44 for 625.00 shares. Based on historical transaction data and SPY's current price of $627.58, Processus Wealth & Capital Management, LLC's estimated gain on his SPY holdings is $-11,281.25, reflecting a -3.06% gain to date.
Processus Wealth & Capital Management, LLC SPY ($627.58) Holding Chart
Processus Wealth & Capital Management, LLC SPY ($627.58) 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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