49 WEALTH MANAGEMENT, LLC SPSM Holdings History
49 WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 113,814.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.64 Mil. This investment constitutes 0.56% of their stock portfolio, and 49 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 2024Q3. And since then 49 WEALTH MANAGEMENT, LLC has made 2 purchases of SPSM, at an average price of $44.47, for a total of 890,902.00 shares. In addition, there have been 1 sales at an average price of $44.05 for 777,088.00 shares. Based on historical transaction data and SPSM's current price of $42.65, 49 WEALTH MANAGEMENT, LLC's estimated gain on his SPSM holdings is $-534,929.01, reflecting a -1.35% gain to date.
49 WEALTH MANAGEMENT, LLC SPSM ($42.65) Holding Chart
49 WEALTH MANAGEMENT, LLC SPSM ($42.65) 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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