Vertex Planning Partners, LLC SPY Holdings History
Vertex Planning Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 22,438.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.55 Mil. This investment constitutes 2.74% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of SPY, at an average price of $410.66, for a total of 41,246.00 shares. In addition, there have been 4 sales at an average price of $582.53 for 18,808.00 shares. Based on historical transaction data and SPY's current price of $630.53, Vertex Planning Partners, LLC's estimated gain on his SPY holdings is $8.17 Mil, reflecting a 48.21% gain to date.
Vertex Planning Partners, LLC SPY ($630.53) Holding Chart
Vertex Planning Partners, LLC SPY ($630.53) 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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