Number of Shares
2,698.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.4%
Total Estimate Gain
$496,139.73
% of Total Estimate Gain
5.26%

Trinity Legacy Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Trinity Legacy Partners, LLC held 2,698.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.58 Mil. This investment constitutes 0.4% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q4. And since then Trinity Legacy Partners, LLC has made 14 purchases of SPY, at an average price of $475.50, for a total of 19,838.00 shares. In addition, there have been 8 sales at an average price of $480.86 for 17,140.00 shares. Based on historical transaction data and SPY's current price of $625.34, Trinity Legacy Partners, LLC's estimated gain on his SPY holdings is $496,139.73, reflecting a 5.26% gain to date.

Trinity Legacy Partners, LLC SPY ($625.34) Holding Chart

Trinity Legacy Partners, LLC SPY ($625.34) 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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