ABOUND FINANCIAL, LLC SPTM Holdings History
Number of Shares
294,699.00
Current Holdings Value*
$20.04 Mil
% of Portfolio
10.14%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
6.00%
ABOUND FINANCIAL, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, ABOUND FINANCIAL, LLC held 294,699.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $20.04 Mil. This investment constitutes 10.14% of their stock portfolio, and ABOUND FINANCIAL, LLC now holds 0.21% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2024Q4. And since then ABOUND FINANCIAL, LLC has made 1 purchases of SPTM, at an average price of $71.98, for a total of 294,699.00 shares. Based on historical transaction data and SPTM's current price of $76.29, ABOUND FINANCIAL, LLC's estimated gain on his SPTM holdings is $1.27 Mil, reflecting a 6.00% gain to date.
ABOUND FINANCIAL, LLC SPTM ($76.29) Holding Chart
ABOUND FINANCIAL, LLC SPTM ($76.29) 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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