Serenus Wealth Advisors, LLC SPY Holdings History
Serenus Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 146,907.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $82.18 Mil. This investment constitutes 13.64% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 1,128.00 shares. Based on historical transaction data and SPY's current price of $624.22, Serenus Wealth Advisors, LLC's estimated gain on his SPY holdings is $5.10 Mil, reflecting a 5.84% gain to date.
Serenus Wealth Advisors, LLC SPY ($624.22) Holding Chart
Serenus Wealth Advisors, LLC SPY ($624.22) 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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