BlackDiamond Wealth Management, LLC SPLG Holdings History
BlackDiamond Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, BlackDiamond Wealth Management, LLC held 98,248.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $6.52 Mil. This investment constitutes 4.41% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q4. And since then BlackDiamond Wealth Management, LLC has made 8 purchases of SPLG, at an average price of $53.63, for a total of 138,777.00 shares. In addition, there have been 5 sales at an average price of $53.76 for 40,529.00 shares. Based on historical transaction data and SPLG's current price of $74.59, BlackDiamond Wealth Management, LLC's estimated gain on his SPLG holdings is $2.06 Mil, reflecting a 27.74% gain to date.
BlackDiamond Wealth Management, LLC SPLG ($74.59) Holding Chart
BlackDiamond Wealth Management, LLC SPLG ($74.59) 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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