StoneCrest Wealth Management, Inc. SPLG Holdings History
StoneCrest Wealth Management, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 113,865.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.49 Mil. This investment constitutes 4.76% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 5 purchases of SPLG, at an average price of $55.53, for a total of 113,865.00 shares. Based on historical transaction data and SPLG's current price of $73.35, StoneCrest Wealth Management, Inc.'s estimated gain on his SPLG holdings is $2.03 Mil, reflecting a 32.09% gain to date.
StoneCrest Wealth Management, Inc. SPLG ($73.35) Holding Chart
StoneCrest Wealth Management, Inc. SPLG ($73.35) 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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