Levy Wealth Management Group, LLC SPSB Holdings History
Levy Wealth Management Group, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 129,944.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $3.86 Mil. This investment constitutes 0.99% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2022Q2. And since then Levy Wealth Management Group, LLC has made 5 purchases of SPSB, at an average price of $29.58, for a total of 140,205.00 shares. In addition, there have been 3 sales at an average price of $29.34 for 10,261.00 shares. Based on historical transaction data and SPSB's current price of $30.04, Levy Wealth Management Group, LLC's estimated gain on his SPSB holdings is $57,659.67, reflecting a 1.39% gain to date.
Levy Wealth Management Group, LLC SPSB ($30.04) Holding Chart
Levy Wealth Management Group, 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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