CarsonAllaria Wealth Management, Ltd. SPMD Holdings History
CarsonAllaria Wealth Management, Ltd.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 61,232.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $3.13 Mil. This investment constitutes 1.82% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.03% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2023Q3. And since then CarsonAllaria Wealth Management, Ltd. has made 4 purchases of SPMD, at an average price of $54.43, for a total of 62,081.00 shares. In addition, there have been 1 sales at an average price of $44.55 for 849.00 shares. Based on historical transaction data and SPMD's current price of $54.38, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his SPMD holdings is $-11,208.64, reflecting a -0.33% gain to date.
CarsonAllaria Wealth Management, Ltd. SPMD ($54.38) Holding Chart
CarsonAllaria Wealth Management, Ltd. SPMD ($54.38) 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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