Wingate Wealth Advisors, Inc. SPY Holdings History
Wingate Wealth Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 2,946.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.65 Mil. This investment constitutes 1.9% of their stock portfolio, and Wingate Wealth Advisors, 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 1,371.00 shares. Based on historical transaction data and SPY's current price of $623.32, Wingate Wealth Advisors, Inc.'s estimated gain on his SPY holdings is $97,318.77, reflecting a 3.82% gain to date.
Wingate Wealth Advisors, Inc. SPY ($623.32) Holding Chart
Wingate Wealth Advisors, Inc. SPY ($623.32) 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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