Centric Wealth Management SPLG Holdings History
Centric Wealth Management's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 78,739.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $5.18 Mil. This investment constitutes 1.36% of their stock portfolio, and Centric Wealth Management now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q2. And since then Centric Wealth Management has made 4 purchases of SPLG, at an average price of $62.13, for a total of 317,174.00 shares. In addition, there have been 4 sales at an average price of $68.33 for 238,435.00 shares. Based on historical transaction data and SPLG's current price of $73.35, Centric Wealth Management's estimated gain on his SPLG holdings is $2.36 Mil, reflecting a 11.99% gain to date.
Centric Wealth Management SPLG ($73.35) Holding Chart
Centric Wealth Management SPLG ($73.35) 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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