Williams & Novak, LLC SPY Holdings History
Williams & Novak, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Williams & Novak, LLC held 4,776.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.68 Mil. This investment constitutes 2.62% 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 3 sales at an average price of $552.16 for 1,554.00 shares. Based on historical transaction data and SPY's current price of $633.40, Williams & Novak, LLC's estimated gain on his SPY holdings is $1.03 Mil, reflecting a 36.22% gain to date.
Williams & Novak, LLC SPY ($633.40) Holding Chart
Williams & Novak, LLC SPY ($633.40) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
