Elevated Capital Advisors, LLC SPLG Holdings History
Elevated Capital Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Elevated Capital Advisors, LLC held 197,581.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $12.99 Mil. This investment constitutes 3.64% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then Elevated Capital Advisors, LLC has made 7 purchases of SPLG, at an average price of $58.42, for a total of 239,805.00 shares. In addition, there have been 10 sales at an average price of $49.73 for 42,224.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Elevated Capital Advisors, LLC's estimated gain on his SPLG holdings is $2.63 Mil, reflecting a 18.75% gain to date.
Elevated Capital Advisors, LLC SPLG ($73.57) Holding Chart
Elevated Capital Advisors, LLC SPLG ($73.57) 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
