SpringVest Wealth Management LLC SPY Holdings History
SpringVest Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 17,404.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.77 Mil. This investment constitutes 8.1% of their stock portfolio, and SpringVest Wealth Management 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 178.00 shares. Based on historical transaction data and SPY's current price of $628.86, SpringVest Wealth Management LLC's estimated gain on his SPY holdings is $684,891.10, reflecting a 6.61% gain to date.
SpringVest Wealth Management LLC SPY ($628.86) Holding Chart
SpringVest Wealth Management LLC SPY ($628.86) 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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