OneAscent Financial Services LLC SPLG Holdings History
OneAscent Financial Services LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 1.09 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $71.61 Mil. This investment constitutes 4.67% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then OneAscent Financial Services LLC has made 4 purchases of SPLG, at an average price of $59.73, for a total of 2.50 Mil shares. In addition, there have been 4 sales at an average price of $63.95 for 1.42 Mil shares. Based on historical transaction data and SPLG's current price of $73.35, OneAscent Financial Services LLC's estimated gain on his SPLG holdings is $20.75 Mil, reflecting a 13.89% gain to date.
OneAscent Financial Services LLC SPLG ($73.35) Holding Chart
OneAscent Financial Services LLC SPLG ($73.35) 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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