Number of Shares
321,114.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
5.74%
Total Estimate Gain
$-257,359.04
% of Total Estimate Gain
-3.47%

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 $22.27, White & Co Financial Planning Inc's estimated gain on his SPLB holdings is $-257,359.04, reflecting a -3.47% gain to date.

White & Co Financial Planning Inc SPLB ($22.27) Holding Chart

White & Co Financial Planning Inc SPLB ($22.27) 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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