AllGen Financial Advisors, Inc. SPTM Holdings History
AllGen Financial Advisors, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 285,342.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $19.41 Mil. This investment constitutes 5.74% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.2% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2025Q1. And since then AllGen Financial Advisors, Inc. has made 1 purchases of SPTM, at an average price of $71.58, for a total of 285,342.00 shares. Based on historical transaction data and SPTM's current price of $75.69, AllGen Financial Advisors, Inc.'s estimated gain on his SPTM holdings is $1.17 Mil, reflecting a 5.73% gain to date.
AllGen Financial Advisors, Inc. SPTM ($75.69) Holding Chart
AllGen Financial Advisors, Inc. SPTM ($75.69) 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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