Forefront Wealth Partners, LLC SPLG Holdings History
Number of Shares
165,060.00
Current Holdings Value*
$10.85 Mil
% of Portfolio
7.39%
Total Estimate Gain
$870,005.83
% of Total Estimate Gain
7.60%
Forefront Wealth Partners, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 165,060.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.85 Mil. This investment constitutes 7.39% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Forefront Wealth Partners, LLC has made 1 purchases of SPLG, at an average price of $69.32, for a total of 165,060.00 shares. Based on historical transaction data and SPLG's current price of $74.59, Forefront Wealth Partners, LLC's estimated gain on his SPLG holdings is $870,005.83, reflecting a 7.60% gain to date.
Forefront Wealth Partners, LLC SPLG ($74.59) Holding Chart
Forefront Wealth Partners, LLC SPLG ($74.59) 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 % |
Top Ranked Articles
- 1