FREEDOM WEALTH ALLIANCE, LLC SPLG Holdings History
FREEDOM WEALTH ALLIANCE, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 105,742.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $5.31 Mil. This investment constitutes 8.74% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 1 purchases of SPLG, at an average price of $47.59, for a total of 117,274.00 shares. In addition, there have been 2 sales at an average price of $51.20 for 11,532.00 shares. Based on historical transaction data and SPLG's current price of $72.89, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his SPLG holdings is $2.72 Mil, reflecting a 48.68% gain to date.
FREEDOM WEALTH ALLIANCE, LLC SPLG ($72.89) Holding Chart
FREEDOM WEALTH ALLIANCE, LLC SPLG ($72.89) 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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