Source Financial Advisors LLC SPY Holdings History
Source Financial Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 72,312.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $41.49 Mil. This investment constitutes 12.26% of their stock portfolio, and Source Financial Advisors LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 11 purchases of SPY, at an average price of $403.72, for a total of 81,086.00 shares. In addition, there have been 4 sales at an average price of $476.53 for 8,774.00 shares. Based on historical transaction data and SPY's current price of $611.87, Source Financial Advisors LLC's estimated gain on his SPY holdings is $15.69 Mil, reflecting a 47.93% gain to date.
Source Financial Advisors LLC SPY ($611.87) Holding Chart
Source Financial Advisors LLC SPY ($611.87) 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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