Wealth Advisory Solutions, LLC SPLG Holdings History
Wealth Advisory Solutions, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Advisory Solutions, LLC held 301,821.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $19.85 Mil. This investment constitutes 5.25% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 10 purchases of SPLG, at an average price of $51.13, for a total of 883,264.00 shares. In addition, there have been 9 sales at an average price of $52.27 for 581,443.00 shares. Based on historical transaction data and SPLG's current price of $73.35, Wealth Advisory Solutions, LLC's estimated gain on his SPLG holdings is $7.37 Mil, reflecting a 16.33% gain to date.
Wealth Advisory Solutions, LLC SPLG ($73.35) Holding Chart
Wealth Advisory Solutions, LLC SPLG ($73.35) 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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