Tranquilli Financial Advisor LLC SPYV Holdings History
Tranquilli Financial Advisor LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Tranquilli Financial Advisor LLC held 107,952.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $5.51 Mil. This investment constitutes 3.49% of their stock portfolio, and Tranquilli Financial Advisor LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then Tranquilli Financial Advisor LLC has made 7 purchases of SPYV, at an average price of $41.28, for a total of 302,747.00 shares. In addition, there have been 10 sales at an average price of $43.69 for 194,795.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Tranquilli Financial Advisor LLC's estimated gain on his SPYV holdings is $1.72 Mil, reflecting a 13.77% gain to date.
Tranquilli Financial Advisor LLC SPYV ($52.87) Holding Chart
Tranquilli Financial Advisor LLC SPYV ($52.87) 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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