Wealth Enhancement & Preservation Of GA, LLC SPY Holdings History
Wealth Enhancement & Preservation of GA, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 85,958.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $38.10 Mil. This investment constitutes 36.58% of their stock portfolio, and Wealth Enhancement & Preservation of GA, 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 Enhancement & Preservation of GA, LLC has made 2 purchases of SPY, at an average price of $409.51, for a total of 87,526.00 shares. In addition, there have been 1 sales at an average price of $307.42 for 1,568.00 shares. Based on historical transaction data and SPY's current price of $628.04, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his SPY holdings is $18.62 Mil, reflecting a 51.96% gain to date.
Wealth Enhancement & Preservation of GA, LLC SPY ($628.04) Holding Chart
Wealth Enhancement & Preservation of GA, LLC SPY ($628.04) 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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