Collaborative Wealth Managment Inc. SPTM Holdings History
Collaborative Wealth Managment Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 91,718.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $6.24 Mil. This investment constitutes 2.92% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.07% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 7 purchases of SPTM, at an average price of $50.50, for a total of 99,992.00 shares. In addition, there have been 5 sales at an average price of $55.18 for 8,274.00 shares. Based on historical transaction data and SPTM's current price of $75.68, Collaborative Wealth Managment Inc.'s estimated gain on his SPTM holdings is $2.35 Mil, reflecting a 46.51% gain to date.
Collaborative Wealth Managment Inc. SPTM ($75.68) Holding Chart
Collaborative Wealth Managment Inc. SPTM ($75.68) 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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