Number of Shares
332,409.00
Current Holdings Value*
$13.67 Mil
% of Portfolio
3.64%
Total Estimate Gain
$-29,422.74
% of Total Estimate Gain
-0.21%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's SPDR Blackstone Senior Loan ETF Holding Summary

As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 332,409.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $13.67 Mil. This investment constitutes 3.64% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.21% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2023Q3. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 7 purchases of SRLN, at an average price of $41.61, for a total of 332,409.00 shares. Based on historical transaction data and SRLN's current price of $41.53, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his SRLN holdings is $-29,422.74, reflecting a -0.21% gain to date.

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC SRLN ($41.53) Holding Chart

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC SRLN ($41.53) 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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