Bestgate Wealth Advisors, LLC SPLG Holdings History
Bestgate Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 52,338.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.44 Mil. This investment constitutes 7.13% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $69.16 for 3,433.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Bestgate Wealth Advisors, LLC's estimated gain on his SPLG holdings is $241,672.67, reflecting a 6.25% gain to date.
Bestgate Wealth Advisors, LLC SPLG ($73.98) Holding Chart
Bestgate Wealth Advisors, LLC SPLG ($73.98) 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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