Number of Shares
7,646.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
1.46%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
47.34%

Total Clarity Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Total Clarity Wealth Management, Inc. held 7,646.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.48 Mil. This investment constitutes 1.46% of their stock portfolio, and Total Clarity Wealth Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q4. And since then Total Clarity Wealth Management, Inc. has made 11 purchases of SPY, at an average price of $377.01, for a total of 14,056.00 shares. In addition, there have been 10 sales at an average price of $463.36 for 6,410.00 shares. Based on historical transaction data and SPY's current price of $632.72, Total Clarity Wealth Management, Inc.'s estimated gain on his SPY holdings is $2.51 Mil, reflecting a 47.34% gain to date.

Total Clarity Wealth Management, Inc. SPY ($632.72) Holding Chart

Total Clarity Wealth Management, Inc. SPY ($632.72) 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 %

Top Ranked Articles

  • 1