Leverty Financial Group, LLC SPLG Holdings History
Leverty Financial Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 10,986.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $798,570.00. This investment constitutes 0.24% of their stock portfolio, and Leverty Financial Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then Leverty Financial Group, LLC has made 5 purchases of SPLG, at an average price of $66.68, for a total of 70,949.00 shares. In addition, there have been 2 sales at an average price of $67.23 for 59,963.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Leverty Financial Group, LLC's estimated gain on his SPLG holdings is $111,233.58, reflecting a 2.35% gain to date.
Leverty Financial Group, LLC SPLG ($73.84) Holding Chart
Leverty Financial Group, LLC SPLG ($73.84) 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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