TRANSCEND CAPITAL ADVISORS, LLC SPY Holdings History
TRANSCEND CAPITAL ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, TRANSCEND CAPITAL ADVISORS, LLC held 26,134.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.62 Mil. This investment constitutes 1.05% of their stock portfolio, and TRANSCEND CAPITAL ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then TRANSCEND CAPITAL ADVISORS, LLC has made 11 purchases of SPY, at an average price of $442.82, for a total of 69,656.00 shares. In addition, there have been 10 sales at an average price of $484.73 for 43,522.00 shares. Based on historical transaction data and SPY's current price of $631.37, TRANSCEND CAPITAL ADVISORS, LLC's estimated gain on his SPY holdings is $6.75 Mil, reflecting a 21.89% gain to date.
TRANSCEND CAPITAL ADVISORS, LLC SPY ($631.37) Holding Chart
TRANSCEND CAPITAL ADVISORS, LLC SPY ($631.37) 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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