White & Co Financial Planning Inc SPLB Holdings History
White & Co Financial Planning Inc's SPDR Portfolio Long Term Corporate Bond ETF Holding Summary
As of 2025-06-30, White & Co Financial Planning Inc held 321,114.00 shares of SPDR Portfolio Long Term Corporate Bond ETF(SPLB), totaling $7.18 Mil. This investment constitutes 5.74% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.6% of the outstanding SPDR Portfolio Long Term Corporate Bond ETF(SPLB) stock.
The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 2 purchases of SPLB, at an average price of $23.07, for a total of 321,114.00 shares. Based on historical transaction data and SPLB's current price of $22.25, White & Co Financial Planning Inc's estimated gain on his SPLB holdings is $-263,781.32, reflecting a -3.56% gain to date.
White & Co Financial Planning Inc SPLB ($22.25) Holding Chart
White & Co Financial Planning Inc SPLB ($22.25) 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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