Guardian Asset Advisors, LLC SPLG Holdings History
Guardian Asset Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Guardian Asset Advisors, LLC held 121,567.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.99 Mil. This investment constitutes 5.21% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q1. And since then Guardian Asset Advisors, LLC has made 5 purchases of SPLG, at an average price of $61.77, for a total of 121,567.00 shares. Based on historical transaction data and SPLG's current price of $74.59, Guardian Asset Advisors, LLC's estimated gain on his SPLG holdings is $1.56 Mil, reflecting a 20.75% gain to date.
Guardian Asset Advisors, LLC SPLG ($74.59) Holding Chart
Guardian Asset Advisors, 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 % | |||
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