WILLNER & HELLER, LLC SPYI Holdings History
WILLNER & HELLER, LLC's NEOS S&P 500 High Income ETF Holding Summary
As of 2025-03-31, WILLNER & HELLER, LLC held 9,839.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $471,200.00. This investment constitutes 0.44% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0.01% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.
The initial trade took place in 2023Q4. And since then WILLNER & HELLER, LLC has made 3 purchases of SPYI, at an average price of $47.69, for a total of 18,582.00 shares. In addition, there have been 3 sales at an average price of $50.78 for 8,743.00 shares. Based on historical transaction data and SPYI's current price of $50.85, WILLNER & HELLER, LLC's estimated gain on his SPYI holdings is $58,189.39, reflecting a 6.57% gain to date.
WILLNER & HELLER, LLC SPYI ($50.85) Holding Chart
WILLNER & HELLER, LLC SPYI ($50.85) 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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