Lenox Wealth Advisors, LLC SPLG Holdings History
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 $74.59, Lenox Wealth Advisors, LLC's estimated gain on his SPLG holdings is $27.54 Mil, reflecting a 76.06% gain to date.
Lenox Wealth Advisors, LLC SPLG ($74.59) Holding Chart
Lenox Wealth Advisors, LLC SPLG ($74.59) 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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