Number of Shares
407,415.00
Current Holdings Value*
$19.51 Mil
% of Portfolio
9.67%
Total Estimate Gain
$-365,190.05
% of Total Estimate Gain
-1.55%

Second Half Financial Partners, LLC's NEOS S&P 500 High Income ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held 407,415.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $19.51 Mil. This investment constitutes 9.67% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.59% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.

The initial trade took place in 2024Q4. And since then Second Half Financial Partners, LLC has made 1 purchases of SPYI, at an average price of $51.81, for a total of 454,000.00 shares. In addition, there have been 1 sales at an average price of $50.53 for 46,585.00 shares. Based on historical transaction data and SPYI's current price of $51.06, Second Half Financial Partners, LLC's estimated gain on his SPYI holdings is $-365,190.05, reflecting a -1.55% gain to date.

Second Half Financial Partners, LLC SPYI ($51.06) Holding Chart

Second Half Financial Partners, LLC SPYI ($51.06) 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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