MOULTON WEALTH MANAGEMENT, INC SRLN Holdings History
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 $41.48, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his SRLN holdings is $72,066.13, reflecting a 0.80% gain to date.
MOULTON WEALTH MANAGEMENT, INC SRLN ($41.48) Holding Chart
MOULTON WEALTH MANAGEMENT, INC SRLN ($41.48) 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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