Wernau Asset Management Inc. SPY Holdings History
Wernau Asset Management Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Wernau Asset Management Inc. held 17,867.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.99 Mil. This investment constitutes 7.81% of their stock portfolio, and Wernau Asset Management Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 181.00 shares. Based on historical transaction data and SPY's current price of $628.86, Wernau Asset Management Inc.'s estimated gain on his SPY holdings is $703,114.28, reflecting a 6.61% gain to date.
Wernau Asset Management Inc. SPY ($628.86) Holding Chart
Wernau Asset Management Inc. 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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