Twelve Points Wealth Management LLC SPLB Holdings History
Twelve Points Wealth Management LLC's SPDR Portfolio Long Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 19,805.00 shares of SPDR Portfolio Long Term Corporate Bond ETF(SPLB), totaling $447,010.00. This investment constitutes 0.12% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.04% of the outstanding SPDR Portfolio Long Term Corporate Bond ETF(SPLB) stock.
The initial trade took place in 2022Q4. And since then Twelve Points Wealth Management LLC has made 7 purchases of SPLB, at an average price of $22.68, for a total of 512,731.00 shares. In addition, there have been 3 sales at an average price of $23.02 for 492,926.00 shares. Based on historical transaction data and SPLB's current price of $22.33, Twelve Points Wealth Management LLC's estimated gain on his SPLB holdings is $157,838.17, reflecting a 1.36% gain to date.
Twelve Points Wealth Management LLC SPLB ($22.33) Holding Chart
Twelve Points Wealth Management LLC SPLB ($22.33) 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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