CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPLB Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's SPDR Portfolio Long Term Corporate Bond ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 278,443.00 shares of SPDR Portfolio Long Term Corporate Bond ETF(SPLB), totaling $6.28 Mil. This investment constitutes 3.59% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.53% of the outstanding SPDR Portfolio Long Term Corporate Bond ETF(SPLB) stock.
The initial trade took place in 2022Q4. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 7 purchases of SPLB, at an average price of $22.78, for a total of 441,479.00 shares. In addition, there have been 3 sales at an average price of $22.55 for 163,036.00 shares. Based on historical transaction data and SPLB's current price of $22.45, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SPLB holdings is $-130,164.68, reflecting a -1.29% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPLB ($22.45) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPLB ($22.45) 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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