Horizon Wealth Management, LLC SPLG Holdings History
Horizon Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 742,388.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $48.82 Mil. This investment constitutes 8.23% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q4. And since then Horizon Wealth Management, LLC has made 8 purchases of SPLG, at an average price of $54.23, for a total of 1.65 Mil shares. In addition, there have been 5 sales at an average price of $63.79 for 910,072.00 shares. Based on historical transaction data and SPLG's current price of $73.09, Horizon Wealth Management, LLC's estimated gain on his SPLG holdings is $22.69 Mil, reflecting a 25.32% gain to date.
Horizon Wealth Management, LLC SPLG ($73.09) Holding Chart
Horizon Wealth Management, LLC SPLG ($73.09) 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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