1900 WEALTH MANAGEMENT LLC SPLG Holdings History
1900 WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 5.13 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $337.08 Mil. This investment constitutes 28.03% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.56% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q2. And since then 1900 WEALTH MANAGEMENT LLC has made 8 purchases of SPLG, at an average price of $57.83, for a total of 5.13 Mil shares. Based on historical transaction data and SPLG's current price of $72.69, 1900 WEALTH MANAGEMENT LLC's estimated gain on his SPLG holdings is $76.19 Mil, reflecting a 25.71% gain to date.
1900 WEALTH MANAGEMENT LLC SPLG ($72.69) Holding Chart
1900 WEALTH MANAGEMENT LLC SPLG ($72.69) 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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