Symphony Financial, Ltd. Co. SPYV Holdings History
Symphony Financial, Ltd. Co.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held - shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q3. And since then Symphony Financial, Ltd. Co. has made 9 purchases of SPYV, at an average price of $41.39, for a total of 274,597.00 shares. In addition, there have been 2 sales at an average price of $51.38 for 274,597.00 shares. Based on historical transaction data and SPYV's current price of $53.21, Symphony Financial, Ltd. Co.'s estimated gain on his SPYV holdings is $2.74 Mil, reflecting a 24.14% gain to date.
Symphony Financial, Ltd. Co. SPYV ($53.21) Holding Chart
Symphony Financial, Ltd. Co. SPYV ($53.21) 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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