Strata Wealth Advisors, LLC SPY Holdings History
Strata Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 2,980.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.67 Mil. This investment constitutes 0.52% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Strata Wealth Advisors, LLC has made 4 purchases of SPY, at an average price of $398.84, for a total of 4,733.00 shares. In addition, there have been 4 sales at an average price of $575.74 for 1,753.00 shares. Based on historical transaction data and SPY's current price of $624.22, Strata Wealth Advisors, LLC's estimated gain on his SPY holdings is $981,745.83, reflecting a 52.01% gain to date.
Strata Wealth Advisors, LLC SPY ($624.22) Holding Chart
Strata Wealth Advisors, LLC SPY ($624.22) 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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