PANORAMIC INVESTMENT ADVISORS, LLC SPLG Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 282,554.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $18.58 Mil. This investment constitutes 12.55% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 6 purchases of SPLG, at an average price of $53.37, for a total of 282,554.00 shares. Based on historical transaction data and SPLG's current price of $74.65, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SPLG holdings is $6.01 Mil, reflecting a 39.87% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SPLG ($74.65) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SPLG ($74.65) 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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