Number of Shares
116,316.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
1.86%
Total Estimate Gain
$-2,326.32
% of Total Estimate Gain
-0.05%

FORTEM FINANCIAL GROUP, LLC's SPDR Blackstone Senior Loan ETF Holding Summary

As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 116,316.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $4.78 Mil. This investment constitutes 1.86% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0.07% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2025Q1. And since then FORTEM FINANCIAL GROUP, LLC has made 1 purchases of SRLN, at an average price of $41.59, for a total of 116,316.00 shares. Based on historical transaction data and SRLN's current price of $41.57, FORTEM FINANCIAL GROUP, LLC's estimated gain on his SRLN holdings is $-2,326.32, reflecting a -0.05% gain to date.

FORTEM FINANCIAL GROUP, LLC SRLN ($41.57) Holding Chart

FORTEM FINANCIAL GROUP, LLC SRLN ($41.57) 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 %

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