Total Wealth Planning & Management, Inc. SPY Holdings History
Total Wealth Planning & Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 413.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $231,030.00. This investment constitutes 0.22% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 11,758.00 shares. Based on historical transaction data and SPY's current price of $623.62, Total Wealth Planning & Management, Inc.'s estimated gain on his SPY holdings is $-6,010.49, reflecting a -0.08% gain to date.
Total Wealth Planning & Management, Inc. SPY ($623.62) Holding Chart
Total Wealth Planning & Management, Inc. SPY ($623.62) 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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