Wealth Enhancement & Preservation Of GA, LLC SPLG Holdings History
Wealth Enhancement & Preservation of GA, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 223,663.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $11.66 Mil. This investment constitutes 11.19% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then Wealth Enhancement & Preservation of GA, LLC has made 9 purchases of SPLG, at an average price of $39.98, for a total of 388,061.00 shares. In addition, there have been 4 sales at an average price of $47.91 for 164,398.00 shares. Based on historical transaction data and SPLG's current price of $72.32, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his SPLG holdings is $8.54 Mil, reflecting a 55.02% gain to date.
Wealth Enhancement & Preservation of GA, LLC SPLG ($72.32) Holding Chart
Wealth Enhancement & Preservation of GA, LLC SPLG ($72.32) 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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