Vertex Planning Partners, LLC SPLG Holdings History
Vertex Planning Partners, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 933,352.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $61.38 Mil. This investment constitutes 13.4% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 6 purchases of SPLG, at an average price of $57.62, for a total of 1.04 Mil shares. In addition, there have been 3 sales at an average price of $60.34 for 108,975.00 shares. Based on historical transaction data and SPLG's current price of $74.18, Vertex Planning Partners, LLC's estimated gain on his SPLG holdings is $15.75 Mil, reflecting a 26.23% gain to date.
Vertex Planning Partners, LLC SPLG ($74.18) Holding Chart
Vertex Planning Partners, LLC SPLG ($74.18) 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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