CogentBlue Wealth Advisors, LLC SPTM Holdings History
CogentBlue Wealth Advisors, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 8,666.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $649,020.00. This investment constitutes 0.5% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2025Q2. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of SPTM, at an average price of $69.38, for a total of 8,666.00 shares. Based on historical transaction data and SPTM's current price of $76.50, CogentBlue Wealth Advisors, LLC's estimated gain on his SPTM holdings is $61,701.92, reflecting a 10.26% gain to date.
CogentBlue Wealth Advisors, LLC SPTM ($76.50) Holding Chart
CogentBlue Wealth Advisors, LLC SPTM ($76.50) 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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