Wealth Management Associates, Inc. SRLN Holdings History
Wealth Management Associates, Inc.'s SPDR Blackstone Senior Loan ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 73,306.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $3.02 Mil. This investment constitutes 1.29% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.04% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.
The initial trade took place in 2021Q1. And since then Wealth Management Associates, Inc. has made 15 purchases of SRLN, at an average price of $43.49, for a total of 74,922.00 shares. In addition, there have been 1 sales at an average price of $41.65 for 1,616.00 shares. Based on historical transaction data and SRLN's current price of $41.46, Wealth Management Associates, Inc.'s estimated gain on his SRLN holdings is $-152,086.77, reflecting a -4.67% gain to date.
Wealth Management Associates, Inc. SRLN ($41.46) Holding Chart
Wealth Management Associates, Inc. SRLN ($41.46) 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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