Broadway Wealth Solutions, Inc. SPLG Holdings History
Broadway Wealth Solutions, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Broadway Wealth Solutions, Inc. held 443,416.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $32.23 Mil. This investment constitutes 20.07% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of SPLG, at an average price of $69.12, for a total of 443,416.00 shares. Based on historical transaction data and SPLG's current price of $74.65, Broadway Wealth Solutions, Inc.'s estimated gain on his SPLG holdings is $2.45 Mil, reflecting a 8.01% gain to date.
Broadway Wealth Solutions, Inc. SPLG ($74.65) Holding Chart
Broadway Wealth Solutions, Inc. SPLG ($74.65) 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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