Transform Wealth, LLC SPY Holdings History
Transform Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 18,605.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.44 Mil. This investment constitutes 0.63% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 15 purchases of SPY, at an average price of $357.29, for a total of 177,540.00 shares. In addition, there have been 13 sales at an average price of $432.29 for 158,935.00 shares. Based on historical transaction data and SPY's current price of $627.58, Transform Wealth, LLC's estimated gain on his SPY holdings is $16.95 Mil, reflecting a 26.72% gain to date.
Transform Wealth, LLC SPY ($627.58) Holding Chart
Transform Wealth, LLC SPY ($627.58) 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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