IHT Wealth Management, LLC SPLG Holdings History
IHT Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 467,867.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $30.77 Mil. This investment constitutes 0.96% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then IHT Wealth Management, LLC has made 15 purchases of SPLG, at an average price of $47.63, for a total of 1.03 Mil shares. In addition, there have been 5 sales at an average price of $64.79 for 561,578.00 shares. Based on historical transaction data and SPLG's current price of $73.35, IHT Wealth Management, LLC's estimated gain on his SPLG holdings is $21.68 Mil, reflecting a 44.21% gain to date.
IHT Wealth Management, LLC SPLG ($73.35) Holding Chart
IHT Wealth Management, LLC SPLG ($73.35) 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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