Clearview Wealth Advisors LLC SPLG Holdings History
Clearview Wealth Advisors LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 124,953.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.22 Mil. This investment constitutes 6.14% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then Clearview Wealth Advisors LLC has made 8 purchases of SPLG, at an average price of $50.12, for a total of 555,928.00 shares. In addition, there have been 9 sales at an average price of $51.83 for 430,975.00 shares. Based on historical transaction data and SPLG's current price of $72.19, Clearview Wealth Advisors LLC's estimated gain on his SPLG holdings is $3.49 Mil, reflecting a 12.54% gain to date.
Clearview Wealth Advisors LLC SPLG ($72.19) Holding Chart
Clearview Wealth Advisors LLC SPLG ($72.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
