Sincerus Advisory, LLC SPY Holdings History
Sincerus Advisory, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 29,965.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.76 Mil. This investment constitutes 17.68% of their stock portfolio, and Sincerus Advisory, LLC now holds 0% 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 180.00 shares. Based on historical transaction data and SPY's current price of $624.81, Sincerus Advisory, LLC's estimated gain on his SPY holdings is $1.06 Mil, reflecting a 5.95% gain to date.
Sincerus Advisory, LLC SPY ($624.81) Holding Chart
Sincerus Advisory, LLC SPY ($624.81) 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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