9258 Wealth Management, LLC SPLG Holdings History
9258 Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 237,883.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $16.06 Mil. This investment constitutes 2.39% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q1. And since then 9258 Wealth Management, LLC has made 7 purchases of SPLG, at an average price of $48.83, for a total of 300,242.00 shares. In addition, there have been 4 sales at an average price of $54.93 for 62,359.00 shares. Based on historical transaction data and SPLG's current price of $73.35, 9258 Wealth Management, LLC's estimated gain on his SPLG holdings is $6.21 Mil, reflecting a 42.37% gain to date.
9258 Wealth Management, LLC SPLG ($73.35) Holding Chart
9258 Wealth Management, LLC SPLG ($73.35) 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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