STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPLG Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 138,425.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.10 Mil. This investment constitutes 9.62% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of SPLG, at an average price of $69.34, for a total of 138,425.00 shares. Based on historical transaction data and SPLG's current price of $73.02, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his SPLG holdings is $509,342.43, reflecting a 5.31% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPLG ($73.02) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPLG ($73.02) 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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