Number of Shares
138,548.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
3.55%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
27.33%

FSB PREMIER WEALTH MANAGEMENT, INC.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, FSB PREMIER WEALTH MANAGEMENT, INC. held 138,548.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.11 Mil. This investment constitutes 3.55% of their stock portfolio, and FSB PREMIER WEALTH MANAGEMENT, INC. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then FSB PREMIER WEALTH MANAGEMENT, INC. has made 3 purchases of SPLG, at an average price of $53.82, for a total of 197,436.00 shares. In addition, there have been 10 sales at an average price of $54.14 for 58,888.00 shares. Based on historical transaction data and SPLG's current price of $74.65, FSB PREMIER WEALTH MANAGEMENT, INC.'s estimated gain on his SPLG holdings is $2.90 Mil, reflecting a 27.33% gain to date.

FSB PREMIER WEALTH MANAGEMENT, INC. SPLG ($74.65) Holding Chart

FSB PREMIER WEALTH MANAGEMENT, INC. SPLG ($74.65) 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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