Number of Shares
844,785.00
Current Holdings Value*
$44.47 Mil
% of Portfolio
5.59%
Total Estimate Gain
$27.02 Mil
% of Total Estimate Gain
74.63%

Lenox Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2022-03-31, Lenox Wealth Advisors, LLC held 844,785.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $44.47 Mil. This investment constitutes 5.59% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.3% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Lenox Wealth Advisors, LLC has made 6 purchases of SPLG, at an average price of $42.18, for a total of 858,408.00 shares. In addition, there have been 1 sales at an average price of $53.87 for 13,623.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Lenox Wealth Advisors, LLC's estimated gain on his SPLG holdings is $27.02 Mil, reflecting a 74.63% gain to date.

Lenox Wealth Advisors, LLC SPLG ($73.98) Holding Chart

Lenox Wealth Advisors, LLC SPLG ($73.98) 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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