BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPLG Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 81,843.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $5.38 Mil. This investment constitutes 1.02% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q3. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 11 purchases of SPLG, at an average price of $53.61, for a total of 81,843.00 shares. Based on historical transaction data and SPLG's current price of $73.51, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his SPLG holdings is $1.63 Mil, reflecting a 37.10% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPLG ($73.51) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPLG ($73.51) 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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