Number of Shares
54,281.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
2.34%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
48.01%

Capstone Triton Financial Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2024-12-31, Capstone Triton Financial Group, LLC held 54,281.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.74 Mil. This investment constitutes 2.34% of their stock portfolio, and Capstone Triton Financial Group, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q2. And since then Capstone Triton Financial Group, LLC has made 8 purchases of SPLG, at an average price of $49.51, for a total of 59,119.00 shares. In addition, there have been 3 sales at an average price of $57.82 for 4,838.00 shares. Based on historical transaction data and SPLG's current price of $74.65, Capstone Triton Financial Group, LLC's estimated gain on his SPLG holdings is $1.41 Mil, reflecting a 48.01% gain to date.

Capstone Triton Financial Group, LLC SPLG ($74.65) Holding Chart

Capstone Triton Financial Group, LLC 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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