CALIBER WEALTH MANAGEMENT, LLC SRLN Holdings History
CALIBER WEALTH MANAGEMENT, LLC's SPDR Blackstone Senior Loan ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 39,998.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $1.68 Mil. This investment constitutes 0.9% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.
The initial trade took place in 2021Q2. And since then CALIBER WEALTH MANAGEMENT, LLC has made 6 purchases of SRLN, at an average price of $45.19, for a total of 94,501.00 shares. In addition, there have been 6 sales at an average price of $41.22 for 54,503.00 shares. Based on historical transaction data and SRLN's current price of $41.52, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his SRLN holdings is $-362,656.28, reflecting a -8.49% gain to date.
CALIBER WEALTH MANAGEMENT, LLC SRLN ($41.52) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC SRLN ($41.52) 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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