Truadvice, LLC SPY Holdings History

Number of Shares
14,966.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
2.7%
Total Estimate Gain
$4.44 Mil
% of Total Estimate Gain
38.59%

Truadvice, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2023-09-30, Truadvice, LLC held 14,966.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.59 Mil. This investment constitutes 2.7% of their stock portfolio, and Truadvice, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q3. And since then Truadvice, LLC has made 5 purchases of SPY, at an average price of $380.63, for a total of 30,210.00 shares. In addition, there have been 7 sales at an average price of $423.59 for 15,244.00 shares. Based on historical transaction data and SPY's current price of $633.40, Truadvice, LLC's estimated gain on his SPY holdings is $4.44 Mil, reflecting a 38.59% gain to date.

Truadvice, LLC SPY ($633.40) Holding Chart

Truadvice, LLC SPY ($633.40) 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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