Bridgewealth Advisory Group, LLC SPTM Holdings History
Bridgewealth Advisory Group, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 31,571.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $2.15 Mil. This investment constitutes 2.82% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q4. And since then Bridgewealth Advisory Group, LLC has made 6 purchases of SPTM, at an average price of $53.98, for a total of 241,037.00 shares. In addition, there have been 3 sales at an average price of $70.67 for 209,466.00 shares. Based on historical transaction data and SPTM's current price of $76.08, Bridgewealth Advisory Group, LLC's estimated gain on his SPTM holdings is $4.20 Mil, reflecting a 32.25% gain to date.
Bridgewealth Advisory Group, LLC SPTM ($76.08) Holding Chart
Bridgewealth Advisory Group, LLC SPTM ($76.08) 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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