Number of Shares
99,027.00
Current Holdings Value*
$6.51 Mil
% of Portfolio
7.38%
Total Estimate Gain
$427,188.36
% of Total Estimate Gain
6.23%

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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