UNIONVIEW, LLC SPY Holdings History

Number of Shares
9,392.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
4.03%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
36.59%

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

As of 2024-12-31, UNIONVIEW, LLC held 9,392.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.50 Mil. This investment constitutes 4.03% of their stock portfolio, and UNIONVIEW, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then UNIONVIEW, LLC has made 6 purchases of SPY, at an average price of $451.39, for a total of 10,121.00 shares. In addition, there have been 6 sales at an average price of $474.77 for 729.00 shares. Based on historical transaction data and SPY's current price of $627.58, UNIONVIEW, LLC's estimated gain on his SPY holdings is $1.67 Mil, reflecting a 36.59% gain to date.

UNIONVIEW, LLC SPY ($627.58) Holding Chart

UNIONVIEW, 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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