Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-418,433.10
% of Total Estimate Gain
-12.87%

Broadway Wealth Solutions, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held - shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 1 purchases of SPSM, at an average price of $46.29, for a total of 70,231.00 shares. In addition, there have been 1 sales at an average price of $40.33 for 70,231.00 shares. Based on historical transaction data and SPSM's current price of $44.47, Broadway Wealth Solutions, Inc.'s estimated gain on his SPSM holdings is $-418,433.10, reflecting a -12.87% gain to date.

Broadway Wealth Solutions, Inc. SPSM ($44.47) Holding Chart

Broadway Wealth Solutions, Inc. SPSM ($44.47) 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 %

Top Ranked Articles

  • 1