MOULTON WEALTH MANAGEMENT, INC SRLN Holdings History
Number of Shares
219,012.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
6.87%
Total Estimate Gain
$55,640.23
% of Total Estimate Gain
0.62%
MOULTON WEALTH MANAGEMENT, INC's SPDR Blackstone Senior Loan ETF Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 219,012.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $9.08 Mil. This investment constitutes 6.87% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.13% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.
The initial trade took place in 2025Q1. And since then MOULTON WEALTH MANAGEMENT, INC has made 2 purchases of SRLN, at an average price of $41.15, for a total of 219,012.00 shares. Based on historical transaction data and SRLN's current price of $41.40, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his SRLN holdings is $55,640.23, reflecting a 0.62% gain to date.
MOULTON WEALTH MANAGEMENT, INC SRLN ($41.40) Holding Chart
MOULTON WEALTH MANAGEMENT, INC SRLN ($41.40) 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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