National Wealth Management Group, LLC SPLG Holdings History
National Wealth Management Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 47,799.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.14 Mil. This investment constitutes 2.07% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q3. And since then National Wealth Management Group, LLC has made 4 purchases of SPLG, at an average price of $60.92, for a total of 75,195.00 shares. In addition, there have been 3 sales at an average price of $64.62 for 27,396.00 shares. Based on historical transaction data and SPLG's current price of $74.59, National Wealth Management Group, LLC's estimated gain on his SPLG holdings is $754,627.88, reflecting a 16.47% gain to date.
National Wealth Management Group, LLC SPLG ($74.59) Holding Chart
National Wealth Management Group, LLC SPLG ($74.59) 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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