Resurgent Financial Advisors LLC SPY Holdings History
Resurgent Financial Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Resurgent Financial Advisors LLC held 7,630.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.27 Mil. This investment constitutes 2.56% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 6 purchases of SPY, at an average price of $464.64, for a total of 19,837.00 shares. In addition, there have been 6 sales at an average price of $405.05 for 12,207.00 shares. Based on historical transaction data and SPY's current price of $625.34, Resurgent Financial Advisors LLC's estimated gain on his SPY holdings is $498,612.93, reflecting a 5.41% gain to date.
Resurgent Financial Advisors LLC SPY ($625.34) Holding Chart
Resurgent Financial Advisors LLC SPY ($625.34) 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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