Rede Wealth, LLC SPY Holdings History

Number of Shares
5,229.00
Current Holdings Value*
$2.93 Mil
% of Portfolio
1.03%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
40.76%

Rede Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Rede Wealth, LLC held 5,229.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.93 Mil. This investment constitutes 1.03% of their stock portfolio, and Rede Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q4. And since then Rede Wealth, LLC has made 3 purchases of SPY, at an average price of $367.23, for a total of 11,158.00 shares. In addition, there have been 14 sales at an average price of $420.87 for 5,929.00 shares. Based on historical transaction data and SPY's current price of $625.82, Rede Wealth, LLC's estimated gain on his SPY holdings is $1.67 Mil, reflecting a 40.76% gain to date.

Rede Wealth, LLC SPY ($625.82) Holding Chart

Rede Wealth, LLC SPY ($625.82) 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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