Number of Shares
5,770.00
Current Holdings Value*
$290,970.00
% of Portfolio
12.34%
Total Estimate Gain
$99,023.74
% of Total Estimate Gain
0.73%

Ford Financial Group, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2023-03-31, Ford Financial Group, LLC held 5,770.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $290,970.00. This investment constitutes 12.34% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2021Q2. And since then Ford Financial Group, LLC has made 5 purchases of SPTM, at an average price of $49.49, for a total of 275,585.00 shares. In addition, there have been 3 sales at an average price of $49.27 for 269,815.00 shares. Based on historical transaction data and SPTM's current price of $76.88, Ford Financial Group, LLC's estimated gain on his SPTM holdings is $99,023.74, reflecting a 0.73% gain to date.

Ford Financial Group, LLC SPTM ($76.88) Holding Chart

Ford Financial Group, LLC SPTM ($76.88) 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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