Modern Wealth Management, LLC SPTM Holdings History
Modern Wealth Management, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 1.69 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $115.24 Mil. This investment constitutes 3.68% of their stock portfolio, and Modern Wealth Management, LLC now holds 1.21% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 3 purchases of SPTM, at an average price of $65.04, for a total of 1.74 Mil shares. In addition, there have been 2 sales at an average price of $69.25 for 49,199.00 shares. Based on historical transaction data and SPTM's current price of $76.08, Modern Wealth Management, LLC's estimated gain on his SPTM holdings is $18.91 Mil, reflecting a 16.68% gain to date.
Modern Wealth Management, LLC SPTM ($76.08) Holding Chart
Modern Wealth Management, LLC SPTM ($76.08) 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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