Lord & Richards Wealth Management, LLC SPLG Holdings History
Lord & Richards Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 99,027.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $6.51 Mil. This investment constitutes 7.38% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of SPLG, at an average price of $69.26, for a total of 99,027.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Lord & Richards Wealth Management, LLC's estimated gain on his SPLG holdings is $427,188.36, reflecting a 6.23% gain to date.
Lord & Richards Wealth Management, LLC SPLG ($73.57) Holding Chart
Lord & Richards Wealth Management, LLC SPLG ($73.57) 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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