CLIENT 1ST ADVISORY GROUP, LLC SPLG Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 486,799.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $32.01 Mil. This investment constitutes 12.46% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 15 purchases of SPLG, at an average price of $43.10, for a total of 741,298.00 shares. In addition, there have been 5 sales at an average price of $51.71 for 254,499.00 shares. Based on historical transaction data and SPLG's current price of $73.03, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his SPLG holdings is $16.76 Mil, reflecting a 52.46% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC SPLG ($73.03) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC SPLG ($73.03) 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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