Bison Wealth, LLC SPLG Holdings History

Number of Shares
142,938.00
Current Holdings Value*
$9.85 Mil
% of Portfolio
2.17%
Total Estimate Gain
$3.56 Mil
% of Total Estimate Gain
40.98%

Bison Wealth, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2024-12-31, Bison Wealth, LLC held 142,938.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.85 Mil. This investment constitutes 2.17% of their stock portfolio, and Bison Wealth, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Bison Wealth, LLC has made 6 purchases of SPLG, at an average price of $50.59, for a total of 171,900.00 shares. In addition, there have been 5 sales at an average price of $60.26 for 28,962.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Bison Wealth, LLC's estimated gain on his SPLG holdings is $3.56 Mil, reflecting a 40.98% gain to date.

Bison Wealth, LLC SPLG ($73.57) Holding Chart

Bison Wealth, LLC SPLG ($73.57) 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 %

Top Ranked Articles

  • 1