Number of Shares
47,799.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
2.07%
Total Estimate Gain
$725,470.49
% of Total Estimate Gain
15.84%

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 $73.98, National Wealth Management Group, LLC's estimated gain on his SPLG holdings is $725,470.49, reflecting a 15.84% gain to date.

National Wealth Management Group, LLC SPLG ($73.98) Holding Chart

National Wealth Management Group, LLC SPLG ($73.98) 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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