Avidian Wealth Enterprises, LLC SPLG Holdings History
Avidian Wealth Enterprises, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 985,796.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $64.83 Mil. This investment constitutes 2.89% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q4. And since then Avidian Wealth Enterprises, LLC has made 12 purchases of SPLG, at an average price of $52.93, for a total of 1.20 Mil shares. In addition, there have been 2 sales at an average price of $63.30 for 216,146.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Avidian Wealth Enterprises, LLC's estimated gain on his SPLG holdings is $22.85 Mil, reflecting a 35.92% gain to date.
Avidian Wealth Enterprises, LLC SPLG ($73.84) Holding Chart
Avidian Wealth Enterprises, LLC SPLG ($73.84) 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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