Number of Shares
27,530.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-1.46 Mil
% of Total Estimate Gain
-7.30%

Darwin Wealth Management, LLC's SPDR Blackstone Senior Loan ETF Holding Summary

As of 2024-09-30, Darwin Wealth Management, LLC held 27,530.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $1.15 Mil. This investment constitutes 0.32% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.02% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2020Q1. And since then Darwin Wealth Management, LLC has made 5 purchases of SRLN, at an average price of $45.00, for a total of 445,218.00 shares. In addition, there have been 11 sales at an average price of $41.73 for 417,688.00 shares. Based on historical transaction data and SRLN's current price of $41.54, Darwin Wealth Management, LLC's estimated gain on his SRLN holdings is $-1.46 Mil, reflecting a -7.30% gain to date.

Darwin Wealth Management, LLC SRLN ($41.54) Holding Chart

Darwin Wealth Management, LLC SRLN ($41.54) 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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