StoneCrest Wealth Management, Inc. SPYI Holdings History
StoneCrest Wealth Management, Inc.'s NEOS S&P 500 High Income ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 79,321.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $3.99 Mil. This investment constitutes 1.9% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.09% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.
The initial trade took place in 2025Q2. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of SPYI, at an average price of $48.10, for a total of 79,321.00 shares. Based on historical transaction data and SPYI's current price of $51.05, StoneCrest Wealth Management, Inc.'s estimated gain on his SPYI holdings is $233,996.95, reflecting a 6.13% gain to date.
StoneCrest Wealth Management, Inc. SPYI ($51.05) Holding Chart
StoneCrest Wealth Management, Inc. SPYI ($51.05) 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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