Investment Planning Advisors, Inc. SPLG Holdings History
Investment Planning Advisors, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 400,023.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $29.08 Mil. This investment constitutes 10.28% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 2 purchases of SPLG, at an average price of $63.10, for a total of 473,735.00 shares. In addition, there have been 1 sales at an average price of $69.35 for 73,712.00 shares. Based on historical transaction data and SPLG's current price of $74.31, Investment Planning Advisors, Inc.'s estimated gain on his SPLG holdings is $4.94 Mil, reflecting a 16.53% gain to date.
Investment Planning Advisors, Inc. SPLG ($74.31) Holding Chart
Investment Planning Advisors, Inc. SPLG ($74.31) 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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