Laurel Wealth Planning LLC SPLG Holdings History
Laurel Wealth Planning LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 27,149.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $1.79 Mil. This investment constitutes 1.19% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2025Q1. And since then Laurel Wealth Planning LLC has made 1 purchases of SPLG, at an average price of $69.16, for a total of 27,149.00 shares. Based on historical transaction data and SPLG's current price of $74.18, Laurel Wealth Planning LLC's estimated gain on his SPLG holdings is $136,152.24, reflecting a 7.25% gain to date.
Laurel Wealth Planning LLC SPLG ($74.18) Holding Chart
Laurel Wealth Planning LLC SPLG ($74.18) 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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