Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$744,072.03
% of Total Estimate Gain
6.49%

PACIFIC FINANCIAL GROUP INC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held - shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling N/A. This investment constitutes 0% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then PACIFIC FINANCIAL GROUP INC has made 6 purchases of SPLG, at an average price of $49.72, for a total of 230,702.00 shares. In addition, there have been 10 sales at an average price of $52.95 for 230,702.00 shares. Based on historical transaction data and SPLG's current price of $73.98, PACIFIC FINANCIAL GROUP INC's estimated gain on his SPLG holdings is $744,072.03, reflecting a 6.49% gain to date.

PACIFIC FINANCIAL GROUP INC SPLG ($73.98) Holding Chart

PACIFIC FINANCIAL GROUP INC 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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