Number of Shares
210,651.00
Current Holdings Value*
$8.76 Mil
% of Portfolio
6.02%
Total Estimate Gain
$-831,112.92
% of Total Estimate Gain
-5.61%

Refined Wealth Management's SPDR Blackstone Senior Loan ETF Holding Summary

As of 2025-06-30, Refined Wealth Management held 210,651.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $8.76 Mil. This investment constitutes 6.02% of their stock portfolio, and Refined Wealth Management now holds 0.12% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2021Q2. And since then Refined Wealth Management has made 12 purchases of SRLN, at an average price of $45.19, for a total of 327,740.00 shares. In addition, there have been 4 sales at an average price of $44.65 for 117,089.00 shares. Based on historical transaction data and SRLN's current price of $41.54, Refined Wealth Management's estimated gain on his SRLN holdings is $-831,112.92, reflecting a -5.61% gain to date.

Refined Wealth Management SRLN ($41.54) Holding Chart

Refined Wealth Management SRLN ($41.54) 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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