Number of Shares
57,624.00
Current Holdings Value*
$31.36 Mil
% of Portfolio
7.79%
Total Estimate Gain
$23.33 Mil
% of Total Estimate Gain
44.99%

Vantage Financial Partners Ltd., Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 57,624.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $31.36 Mil. This investment constitutes 7.79% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Vantage Financial Partners Ltd., Inc. has made 18 purchases of SPY, at an average price of $305.79, for a total of 169,573.00 shares. In addition, there have been 7 sales at an average price of $345.84 for 111,949.00 shares. Based on historical transaction data and SPY's current price of $632.83, Vantage Financial Partners Ltd., Inc.'s estimated gain on his SPY holdings is $23.33 Mil, reflecting a 44.99% gain to date.

Vantage Financial Partners Ltd., Inc. SPY ($632.83) Holding Chart

Vantage Financial Partners Ltd., Inc. SPY ($632.83) 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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