Dynamic Wealth Strategies, LLC SPSB Holdings History
Dynamic Wealth Strategies, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 160,698.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $4.84 Mil. This investment constitutes 4.02% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.06% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 2 purchases of SPSB, at an average price of $29.43, for a total of 224,592.00 shares. In addition, there have been 3 sales at an average price of $29.71 for 63,894.00 shares. Based on historical transaction data and SPSB's current price of $30.04, Dynamic Wealth Strategies, LLC's estimated gain on his SPSB holdings is $115,059.35, reflecting a 1.74% gain to date.
Dynamic Wealth Strategies, LLC SPSB ($30.04) Holding Chart
Dynamic Wealth Strategies, LLC SPSB ($30.04) 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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