KerberRose Wealth Management, LLC SPTM Holdings History
KerberRose Wealth Management, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 128,819.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $5.99 Mil. This investment constitutes 4.88% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and SPTM's current price of $75.68, KerberRose Wealth Management, LLC's estimated gain on his SPTM holdings is $3.26 Mil, reflecting a 50.25% gain to date.
KerberRose Wealth Management, LLC SPTM ($75.68) Holding Chart
KerberRose Wealth Management, LLC 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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