Williams & Novak, LLC SPY Holdings History
Williams & Novak, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Williams & Novak, LLC held 3,504.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.16 Mil. This investment constitutes 1.84% of their stock portfolio, and Williams & Novak, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Williams & Novak, LLC has made 1 purchases of SPY, at an average price of $450.33, for a total of 6,330.00 shares. In addition, there have been 4 sales at an average price of $560.84 for 2,826.00 shares. Based on historical transaction data and SPY's current price of $634.42, Williams & Novak, LLC's estimated gain on his SPY holdings is $957,344.81, reflecting a 33.58% gain to date.
Williams & Novak, LLC SPY ($634.42) Holding Chart
Williams & Novak, LLC SPY ($634.42) 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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