Schrum Private Wealth Management LLC SPLG Holdings History
Schrum Private Wealth Management LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 49,191.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.58 Mil. This investment constitutes 2.87% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q1. And since then Schrum Private Wealth Management LLC has made 8 purchases of SPLG, at an average price of $59.58, for a total of 78,693.00 shares. In addition, there have been 2 sales at an average price of $69.33 for 29,502.00 shares. Based on historical transaction data and SPLG's current price of $74.65, Schrum Private Wealth Management LLC's estimated gain on his SPLG holdings is $1.03 Mil, reflecting a 21.94% gain to date.
Schrum Private Wealth Management LLC SPLG ($74.65) Holding Chart
Schrum Private Wealth Management 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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