Bison Wealth, LLC SPSM Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
12.29%

Bison Wealth, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2024-12-31, Bison Wealth, LLC held - shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Bison Wealth, LLC now holds 0% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2020Q4. And since then Bison Wealth, LLC has made 2 purchases of SPSM, at an average price of $41.33, for a total of 200,818.00 shares. In addition, there have been 3 sales at an average price of $46.41 for 200,818.00 shares. Based on historical transaction data and SPSM's current price of $43.79, Bison Wealth, LLC's estimated gain on his SPSM holdings is $1.02 Mil, reflecting a 12.29% gain to date.

Bison Wealth, LLC SPSM ($43.79) Holding Chart

Bison Wealth, LLC SPSM ($43.79) 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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