Wealth Advisory Solutions, LLC SPY Holdings History
Wealth Advisory Solutions, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Wealth Advisory Solutions, LLC held 61,029.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $34.14 Mil. This investment constitutes 9.03% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 7 purchases of SPY, at an average price of $377.07, for a total of 157,656.00 shares. In addition, there have been 12 sales at an average price of $434.04 for 96,627.00 shares. Based on historical transaction data and SPY's current price of $623.62, Wealth Advisory Solutions, LLC's estimated gain on his SPY holdings is $20.55 Mil, reflecting a 34.57% gain to date.
Wealth Advisory Solutions, LLC SPY ($623.62) Holding Chart
Wealth Advisory Solutions, LLC SPY ($623.62) 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 % | |||
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