ARS Wealth Advisors Group, LLC SPTM Holdings History
ARS Wealth Advisors Group, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, ARS Wealth Advisors Group, LLC held 996,797.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $67.79 Mil. This investment constitutes 9.57% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0.72% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 8 purchases of SPTM, at an average price of $55.10, for a total of 1.08 Mil shares. In addition, there have been 6 sales at an average price of $53.25 for 80,259.00 shares. Based on historical transaction data and SPTM's current price of $75.89, ARS Wealth Advisors Group, LLC's estimated gain on his SPTM holdings is $20.57 Mil, reflecting a 34.66% gain to date.
ARS Wealth Advisors Group, LLC SPTM ($75.89) Holding Chart
ARS Wealth Advisors Group, LLC SPTM ($75.89) 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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