Number of Shares
133,669.00
Current Holdings Value*
$8.79 Mil
% of Portfolio
5.87%
Total Estimate Gain
$608,301.43
% of Total Estimate Gain
4.63%

Columbia River Financial Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Columbia River Financial Group, LLC held 133,669.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.79 Mil. This investment constitutes 5.87% of their stock portfolio, and Columbia River Financial Group, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $69.16 for 55,716.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Columbia River Financial Group, LLC's estimated gain on his SPLG holdings is $608,301.43, reflecting a 4.63% gain to date.

Columbia River Financial Group, LLC SPLG ($73.98) Holding Chart

Columbia River Financial Group, LLC SPLG ($73.98) 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