AFFINIA FINANCIAL GROUP, LLC SPTM Holdings History
AFFINIA FINANCIAL GROUP, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 35,951.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $1.99 Mil. This investment constitutes 1.38% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q4. And since then AFFINIA FINANCIAL GROUP, LLC has made 1 purchases of SPTM, at an average price of $38.19, for a total of 1.65 Mil shares. In addition, there have been 12 sales at an average price of $37.24 for 1.61 Mil shares. Based on historical transaction data and SPTM's current price of $76.51, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his SPTM holdings is $-159,867.48, reflecting a -0.25% gain to date.
AFFINIA FINANCIAL GROUP, LLC SPTM ($76.51) Holding Chart
AFFINIA FINANCIAL GROUP, LLC SPTM ($76.51) 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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