Executive Wealth Management, LLC SPLG Holdings History
Executive Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 425,367.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $29.32 Mil. This investment constitutes 2.3% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Executive Wealth Management, LLC has made 12 purchases of SPLG, at an average price of $44.50, for a total of 1.11 Mil shares. In addition, there have been 6 sales at an average price of $50.12 for 685,777.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Executive Wealth Management, LLC's estimated gain on his SPLG holdings is $16.39 Mil, reflecting a 33.15% gain to date.
Executive Wealth Management, LLC SPLG ($73.98) Holding Chart
Executive Wealth Management, 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 % | |||
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