Householder Group Estate & Retirement Specialist, LLC SPTM Holdings History
Householder Group Estate & Retirement Specialist, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 41,519.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $2.97 Mil. This investment constitutes 2.22% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 8 purchases of SPTM, at an average price of $52.42, for a total of 61,839.00 shares. In addition, there have been 4 sales at an average price of $50.20 for 20,320.00 shares. Based on historical transaction data and SPTM's current price of $74.53, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SPTM holdings is $873,055.44, reflecting a 26.93% gain to date.
Householder Group Estate & Retirement Specialist, LLC SPTM ($74.53) Holding Chart
Householder Group Estate & Retirement Specialist, LLC SPTM ($74.53) 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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