Number of Shares
266,239.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
3.29%
Total Estimate Gain
$16,360.21
% of Total Estimate Gain
0.17%

LANDMARK WEALTH MANAGEMENT, INC.'s SPDR SSGA Fixed Income Sector Rotation ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 266,239.00 shares of SPDR SSGA Fixed Income Sector Rotation ETF(FISR), totaling $6.89 Mil. This investment constitutes 3.29% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 1.86% of the outstanding SPDR SSGA Fixed Income Sector Rotation ETF(FISR) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 3 purchases of FISR, at an average price of $25.58, for a total of 375,922.00 shares. In addition, there have been 1 sales at an average price of $25.82 for 109,683.00 shares. Based on historical transaction data and FISR's current price of $25.54, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his FISR holdings is $16,360.21, reflecting a 0.17% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. FISR ($25.54) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. FISR ($25.54) 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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