Total Clarity Wealth Management, Inc. SPY Holdings History
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 % |
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