Integrated Wealth Concepts LLC SPLG Holdings History
Integrated Wealth Concepts LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 1.12 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $73.87 Mil. This investment constitutes 0.86% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.12% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Integrated Wealth Concepts LLC has made 14 purchases of SPLG, at an average price of $49.57, for a total of 1.98 Mil shares. In addition, there have been 5 sales at an average price of $65.97 for 856,464.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Integrated Wealth Concepts LLC's estimated gain on his SPLG holdings is $41.31 Mil, reflecting a 42.09% gain to date.
Integrated Wealth Concepts LLC SPLG ($73.84) Holding Chart
Integrated Wealth Concepts 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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