Kingsview Wealth Management, LLC SPG Holdings History
Kingsview Wealth Management, LLC's Simon Property Group Inc Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 221,232.00 shares of Simon Property Group Inc(SPG), totaling $36.74 Mil. This investment constitutes 0.69% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0.07% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2020Q3. And since then Kingsview Wealth Management, LLC has made 9 purchases of SPG, at an average price of $166.48, for a total of 256,466.00 shares. In addition, there have been 6 sales at an average price of $107.46 for 35,234.00 shares. Based on historical transaction data and SPG's current price of $165.64, Kingsview Wealth Management, LLC's estimated gain on his SPG holdings is $-2.27 Mil, reflecting a -5.31% gain to date.
Kingsview Wealth Management, LLC SPG ($165.64) Holding Chart
Kingsview Wealth Management, LLC SPG ($165.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
