VIRIDIAN RIA, LLC SPY Holdings History
Number of Shares
-
Current Holdings Value*
$40.27 Mil
% of Portfolio
9.36%
Total Estimate Gain
$8.58 Mil
% of Total Estimate Gain
12.17%
VIRIDIAN RIA, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-03-31, VIRIDIAN RIA, LLC held - shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.27 Mil. This investment constitutes 9.36% of their stock portfolio, and VIRIDIAN RIA, 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 VIRIDIAN RIA, LLC has made 8 purchases of SPY, at an average price of $365.18, for a total of 193,104.00 shares. In addition, there have been 6 sales at an average price of $409.63 for 193,104.00 shares. Based on historical transaction data and SPY's current price of $633.17, VIRIDIAN RIA, LLC's estimated gain on his SPY holdings is $8.58 Mil, reflecting a 12.17% gain to date.
VIRIDIAN RIA, LLC SPY ($633.17) Holding Chart
VIRIDIAN RIA, LLC SPY ($633.17) 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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