Number of Shares
329,486.00
Current Holdings Value*
$21.67 Mil
% of Portfolio
9.31%
Total Estimate Gain
$4.73 Mil
% of Total Estimate Gain
4.23%

Wealth Advisors of Iowa, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 329,486.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $21.67 Mil. This investment constitutes 9.31% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then Wealth Advisors of Iowa, LLC has made 7 purchases of SPLG, at an average price of $51.76, for a total of 2.16 Mil shares. In addition, there have been 7 sales at an average price of $50.45 for 1.83 Mil shares. Based on historical transaction data and SPLG's current price of $73.41, Wealth Advisors of Iowa, LLC's estimated gain on his SPLG holdings is $4.73 Mil, reflecting a 4.23% gain to date.

Wealth Advisors of Iowa, LLC SPLG ($73.41) Holding Chart

Wealth Advisors of Iowa, LLC SPLG ($73.41) 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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