49 WEALTH MANAGEMENT, LLC SPLG Holdings History
49 WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 1.29 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $84.60 Mil. This investment constitutes 10.29% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds 0.13% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q2. And since then 49 WEALTH MANAGEMENT, LLC has made 4 purchases of SPLG, at an average price of $66.13, for a total of 1.29 Mil shares. Based on historical transaction data and SPLG's current price of $72.97, 49 WEALTH MANAGEMENT, LLC's estimated gain on his SPLG holdings is $8.80 Mil, reflecting a 10.35% gain to date.
49 WEALTH MANAGEMENT, LLC SPLG ($72.97) Holding Chart
49 WEALTH MANAGEMENT, LLC SPLG ($72.97) 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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