MGO Private Wealth, LLC SPIB Holdings History
MGO Private Wealth, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, MGO Private Wealth, LLC held 36,584.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $1.22 Mil. This investment constitutes 0.86% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.01% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 3 purchases of SPIB, at an average price of $32.19, for a total of 135,426.00 shares. In addition, there have been 7 sales at an average price of $32.16 for 98,842.00 shares. Based on historical transaction data and SPIB's current price of $33.40, MGO Private Wealth, LLC's estimated gain on his SPIB holdings is $41,955.13, reflecting a 0.96% gain to date.
MGO Private Wealth, LLC SPIB ($33.40) Holding Chart
MGO Private Wealth, LLC SPIB ($33.40) 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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