Independent Wealth Network Inc. SPLG Holdings History
Independent Wealth Network Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Independent Wealth Network Inc. held 144,872.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.53 Mil. This investment constitutes 3.83% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q3. And since then Independent Wealth Network Inc. has made 11 purchases of SPLG, at an average price of $54.30, for a total of 155,993.00 shares. In addition, there have been 4 sales at an average price of $62.27 for 11,121.00 shares. Based on historical transaction data and SPLG's current price of $73.96, Independent Wealth Network Inc.'s estimated gain on his SPLG holdings is $2.94 Mil, reflecting a 34.67% gain to date.
Independent Wealth Network Inc. SPLG ($73.96) Holding Chart
Independent Wealth Network Inc. SPLG ($73.96) 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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