Trellis Wealth Advisors LLC SPY Holdings History
Trellis Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 1,719.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $961,590.00. This investment constitutes 0.47% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 1 purchases of SPY, at an average price of $472.30, for a total of 2,618.00 shares. In addition, there have been 3 sales at an average price of $495.96 for 899.00 shares. Based on historical transaction data and SPY's current price of $627.58, Trellis Wealth Advisors LLC's estimated gain on his SPY holdings is $288,191.67, reflecting a 23.31% gain to date.
Trellis Wealth Advisors LLC SPY ($627.58) Holding Chart
Trellis Wealth Advisors 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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