SOA Wealth Advisors, LLC. SPYV Holdings History
SOA Wealth Advisors, LLC.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 324,274.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $16.56 Mil. This investment constitutes 3.46% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q1. And since then SOA Wealth Advisors, LLC. has made 6 purchases of SPYV, at an average price of $50.99, for a total of 324,274.00 shares. Based on historical transaction data and SPYV's current price of $52.83, SOA Wealth Advisors, LLC.'s estimated gain on his SPYV holdings is $595,150.69, reflecting a 3.60% gain to date.
SOA Wealth Advisors, LLC. SPYV ($52.83) Holding Chart
SOA Wealth Advisors, LLC. SPYV ($52.83) 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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