Ridgeline Wealth Planning, LLC SPLG Holdings History
Ridgeline Wealth Planning, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 419,586.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $27.59 Mil. This investment constitutes 27.12% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of SPLG, at an average price of $69.35, for a total of 419,586.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Ridgeline Wealth Planning, LLC's estimated gain on his SPLG holdings is $1.89 Mil, reflecting a 6.48% gain to date.
Ridgeline Wealth Planning, LLC SPLG ($73.84) Holding Chart
Ridgeline Wealth Planning, LLC SPLG ($73.84) 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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