Schrum Private Wealth Management LLC SPY Holdings History
Schrum Private Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 19,785.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.22 Mil. This investment constitutes 9.8% of their stock portfolio, and Schrum Private Wealth Management 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 Schrum Private Wealth Management LLC has made 8 purchases of SPY, at an average price of $495.37, for a total of 40,738.00 shares. In addition, there have been 5 sales at an average price of $549.41 for 20,953.00 shares. Based on historical transaction data and SPY's current price of $634.42, Schrum Private Wealth Management LLC's estimated gain on his SPY holdings is $3.88 Mil, reflecting a 19.24% gain to date.
Schrum Private Wealth Management LLC SPY ($634.42) Holding Chart
Schrum Private Wealth Management LLC SPY ($634.42) 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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