Shum Financial Group, Inc. SPYV Holdings History
Shum Financial Group, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 52,660.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.69 Mil. This investment constitutes 2.33% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of SPYV, at an average price of $50.95, for a total of 52,660.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Shum Financial Group, Inc.'s estimated gain on his SPYV holdings is $101,076.43, reflecting a 3.77% gain to date.
Shum Financial Group, Inc. SPYV ($52.87) Holding Chart
Shum Financial Group, Inc. SPYV ($52.87) 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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