WR Wealth Planners, LLC SPY Holdings History
WR Wealth Planners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 56,913.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $33.36 Mil. This investment constitutes 10.72% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 5 purchases of SPY, at an average price of $462.81, for a total of 59,120.00 shares. In addition, there have been 2 sales at an average price of $475.85 for 2,207.00 shares. Based on historical transaction data and SPY's current price of $630.53, WR Wealth Planners, LLC's estimated gain on his SPY holdings is $9.57 Mil, reflecting a 34.99% gain to date.
WR Wealth Planners, LLC SPY ($630.53) Holding Chart
WR Wealth Planners, 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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