TSA Wealth Managment LLC SPLG Holdings History
TSA Wealth Managment LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 391,256.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $25.73 Mil. This investment constitutes 10.23% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 1 purchases of SPLG, at an average price of $53.16, for a total of 594,346.00 shares. In addition, there have been 4 sales at an average price of $63.06 for 203,090.00 shares. Based on historical transaction data and SPLG's current price of $70.11, TSA Wealth Managment LLC's estimated gain on his SPLG holdings is $8.64 Mil, reflecting a 27.35% gain to date.
TSA Wealth Managment LLC SPLG ($70.11) Holding Chart
TSA Wealth Managment LLC SPLG ($70.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
