WR Wealth Planners, LLC SPLG Holdings History
WR Wealth Planners, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 38,934.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $2.68 Mil. This investment constitutes 0.86% of their stock portfolio, and WR Wealth Planners, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 2 purchases of SPLG, at an average price of $51.82, for a total of 161,583.00 shares. In addition, there have been 5 sales at an average price of $63.62 for 122,649.00 shares. Based on historical transaction data and SPLG's current price of $73.84, WR Wealth Planners, LLC's estimated gain on his SPLG holdings is $2.30 Mil, reflecting a 27.52% gain to date.
WR Wealth Planners, LLC SPLG ($73.84) Holding Chart
WR Wealth Planners, LLC SPLG ($73.84) 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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