Forthright Family Wealth Advisory LLC SPLG Holdings History
Forthright Family Wealth Advisory LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 336,947.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $22.16 Mil. This investment constitutes 14.64% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 2 purchases of SPLG, at an average price of $52.82, for a total of 715,084.00 shares. In addition, there have been 3 sales at an average price of $65.27 for 378,137.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Forthright Family Wealth Advisory LLC's estimated gain on his SPLG holdings is $11.79 Mil, reflecting a 31.21% gain to date.
Forthright Family Wealth Advisory LLC SPLG ($73.84) Holding Chart
Forthright Family Wealth Advisory LLC SPLG ($73.84) 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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