WEALTH MANAGEMENT RESOURCES, INC. SPLG Holdings History
Number of Shares
89,671.00
Current Holdings Value*
$5.90 Mil
% of Portfolio
2.14%
Total Estimate Gain
$69,131.50
% of Total Estimate Gain
1.11%
WEALTH MANAGEMENT RESOURCES, INC.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 89,671.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $5.90 Mil. This investment constitutes 2.14% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 2 purchases of SPLG, at an average price of $69.34, for a total of 89,671.00 shares. Based on historical transaction data and SPLG's current price of $70.11, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his SPLG holdings is $69,131.50, reflecting a 1.11% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. SPLG ($70.11) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. 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 % |
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