Brady Martz Wealth Solutions, LLC SPTM Holdings History
Brady Martz Wealth Solutions, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 77,581.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $5.81 Mil. This investment constitutes 1.12% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2025Q2. And since then Brady Martz Wealth Solutions, LLC has made 1 purchases of SPTM, at an average price of $69.38, for a total of 77,581.00 shares. Based on historical transaction data and SPTM's current price of $76.88, Brady Martz Wealth Solutions, LLC's estimated gain on his SPTM holdings is $581,857.50, reflecting a 10.81% gain to date.
Brady Martz Wealth Solutions, LLC SPTM ($76.88) Holding Chart
Brady Martz Wealth Solutions, LLC SPTM ($76.88) 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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