Beacon Financial Advisory LLC SPLG Holdings History
Beacon Financial Advisory LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 48,517.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.53 Mil. This investment constitutes 0.91% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Beacon Financial Advisory LLC has made 16 purchases of SPLG, at an average price of $50.15, for a total of 78,616.00 shares. In addition, there have been 4 sales at an average price of $62.92 for 30,099.00 shares. Based on historical transaction data and SPLG's current price of $74.49, Beacon Financial Advisory LLC's estimated gain on his SPLG holdings is $1.57 Mil, reflecting a 39.69% gain to date.
Beacon Financial Advisory LLC SPLG ($74.49) Holding Chart
Beacon Financial Advisory LLC SPLG ($74.49) 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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