Werba Rubin Papier Wealth Management SPY Holdings History
Werba Rubin Papier Wealth Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 4,666.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.61 Mil. This investment constitutes 0.57% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 6 purchases of SPY, at an average price of $500.49, for a total of 4,735.00 shares. In addition, there have been 2 sales at an average price of $457.46 for 69.00 shares. Based on historical transaction data and SPY's current price of $628.86, Werba Rubin Papier Wealth Management's estimated gain on his SPY holdings is $596,001.25, reflecting a 25.15% gain to date.
Werba Rubin Papier Wealth Management SPY ($628.86) Holding Chart
Werba Rubin Papier Wealth Management SPY ($628.86) 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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