Horst & Graben Wealth Management LLC SPLG Holdings History
Horst & Graben Wealth Management LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 739,218.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $48.61 Mil. This investment constitutes 8.72% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Horst & Graben Wealth Management LLC has made 14 purchases of SPLG, at an average price of $48.35, for a total of 1.47 Mil shares. In addition, there have been 5 sales at an average price of $61.53 for 729,084.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Horst & Graben Wealth Management LLC's estimated gain on his SPLG holdings is $28.45 Mil, reflecting a 40.08% gain to date.
Horst & Graben Wealth Management LLC SPLG ($73.84) Holding Chart
Horst & Graben Wealth Management 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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