Brown Miller Wealth Management, LLC SPLG Holdings History
Number of Shares
63,097.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
1.44%
Total Estimate Gain
$295,293.96
% of Total Estimate Gain
6.77%
Brown Miller Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Brown Miller Wealth Management, LLC held 63,097.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $4.15 Mil. This investment constitutes 1.44% of their stock portfolio, and Brown Miller Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2025Q1. And since then Brown Miller Wealth Management, LLC has made 1 purchases of SPLG, at an average price of $69.16, for a total of 63,097.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Brown Miller Wealth Management, LLC's estimated gain on his SPLG holdings is $295,293.96, reflecting a 6.77% gain to date.
Brown Miller Wealth Management, LLC SPLG ($73.84) Holding Chart
Brown Miller Wealth Management, LLC SPLG ($73.84) 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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