Number of Shares
249.00
Current Holdings Value*
$16,340.00
% of Portfolio
0.01%
Total Estimate Gain
$782,839.15
% of Total Estimate Gain
12.32%

FSC Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, FSC Wealth Advisors, LLC held 249.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $16,340.00. This investment constitutes 0.01% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q1. And since then FSC Wealth Advisors, LLC has made 3 purchases of SPLG, at an average price of $61.50, for a total of 103,301.00 shares. In addition, there have been 2 sales at an average price of $69.07 for 103,052.00 shares. Based on historical transaction data and SPLG's current price of $73.98, FSC Wealth Advisors, LLC's estimated gain on his SPLG holdings is $782,839.15, reflecting a 12.32% gain to date.

FSC Wealth Advisors, LLC SPLG ($73.98) Holding Chart

FSC Wealth Advisors, 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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