Solano Wealth Management, Inc. SPY Holdings History
Solano Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, Solano Wealth Management, Inc. held 12,894.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.02 Mil. This investment constitutes 3.84% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then Solano Wealth Management, Inc. has made 1 purchases of SPY, at an average price of $398.01, for a total of 36,534.00 shares. In addition, there have been 4 sales at an average price of $448.99 for 23,640.00 shares. Based on historical transaction data and SPY's current price of $634.21, Solano Wealth Management, Inc.'s estimated gain on his SPY holdings is $4.25 Mil, reflecting a 29.23% gain to date.
Solano Wealth Management, Inc. SPY ($634.21) Holding Chart
Solano Wealth Management, Inc. SPY ($634.21) 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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