1900 WEALTH MANAGEMENT LLC SPSM Holdings History
1900 WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 113,714.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.63 Mil. This investment constitutes 0.39% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q2. And since then 1900 WEALTH MANAGEMENT LLC has made 3 purchases of SPSM, at an average price of $37.38, for a total of 341,243.00 shares. In addition, there have been 5 sales at an average price of $42.34 for 227,529.00 shares. Based on historical transaction data and SPSM's current price of $42.60, 1900 WEALTH MANAGEMENT LLC's estimated gain on his SPSM holdings is $1.72 Mil, reflecting a 13.48% gain to date.
1900 WEALTH MANAGEMENT LLC SPSM ($42.60) Holding Chart
1900 WEALTH MANAGEMENT LLC SPSM ($42.60) 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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