Number of Shares
139,822.00
Current Holdings Value*
$9.64 Mil
% of Portfolio
3.15%
Total Estimate Gain
$852,351.74
% of Total Estimate Gain
8.62%

Total Clarity Wealth Management, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Total Clarity Wealth Management, Inc. held 139,822.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.64 Mil. This investment constitutes 3.15% of their stock portfolio, and Total Clarity Wealth Management, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Total Clarity Wealth Management, Inc. has made 8 purchases of SPLG, at an average price of $67.69, for a total of 146,046.00 shares. In addition, there have been 11 sales at an average price of $53.90 for 6,224.00 shares. Based on historical transaction data and SPLG's current price of $74.40, Total Clarity Wealth Management, Inc.'s estimated gain on his SPLG holdings is $852,351.74, reflecting a 8.62% gain to date.

Total Clarity Wealth Management, Inc. SPLG ($74.40) Holding Chart

Total Clarity Wealth Management, Inc. SPLG ($74.40) 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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