Number of Shares
62,994.00
Current Holdings Value*
$6.17 Mil
% of Portfolio
3.35%
Total Estimate Gain
$2.94 Mil
% of Total Estimate Gain
49.83%

Vestpro Financial Partners, Inc. dba CPF Texas's SPDR Dividend ETF Holding Summary

As of 2018-09-30, Vestpro Financial Partners, Inc. dba CPF Texas held 62,994.00 shares of SPDR Dividend ETF(SDY), totaling $6.17 Mil. This investment constitutes 3.35% of their stock portfolio, and Vestpro Financial Partners, Inc. dba CPF Texas now holds 0.04% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2018Q2. In addition, there have been 2 sales at an average price of $96.88 for 1,005.00 shares. Based on historical transaction data and SDY's current price of $138.62, Vestpro Financial Partners, Inc. dba CPF Texas's estimated gain on his SDY holdings is $2.94 Mil, reflecting a 49.83% gain to date.

Vestpro Financial Partners, Inc. dba CPF Texas SDY ($138.62) Holding Chart

Vestpro Financial Partners, Inc. dba CPF Texas SDY ($138.62) 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 %

Top Ranked Articles

  • 1