Etesian Wealth Advisors, Inc. SPLG Holdings History
Number of Shares
30,151.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
0.85%
Total Estimate Gain
$197,333.28
% of Total Estimate Gain
9.68%
Etesian Wealth Advisors, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Etesian Wealth Advisors, Inc. held 30,151.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $1.98 Mil. This investment constitutes 0.85% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q3. And since then Etesian Wealth Advisors, Inc. has made 3 purchases of SPLG, at an average price of $67.62, for a total of 30,151.00 shares. Based on historical transaction data and SPLG's current price of $74.17, Etesian Wealth Advisors, Inc.'s estimated gain on his SPLG holdings is $197,333.28, reflecting a 9.68% gain to date.
Etesian Wealth Advisors, Inc. SPLG ($74.17) Holding Chart
Etesian Wealth Advisors, Inc. SPLG ($74.17) 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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