Paul R. Ried Financial Group, LLC SETM Holdings History
Paul R. Ried Financial Group, LLC's Sprott Critical Materials ETF Holding Summary
As of 2025-03-31, Paul R. Ried Financial Group, LLC held 1.19 Mil shares of Sprott Critical Materials ETF(SETM), totaling $16.80 Mil. This investment constitutes 11.7% of their stock portfolio, and Paul R. Ried Financial Group, LLC now holds 47.38% of the outstanding Sprott Critical Materials ETF(SETM) stock.
The initial trade took place in 2024Q4. And since then Paul R. Ried Financial Group, LLC has made 1 purchases of SETM, at an average price of $17.28, for a total of 1.19 Mil shares. Based on historical transaction data and SETM's current price of $18.60, Paul R. Ried Financial Group, LLC's estimated gain on his SETM holdings is $1.57 Mil, reflecting a 7.65% gain to date.
Paul R. Ried Financial Group, LLC SETM ($18.60) Holding Chart
Paul R. Ried Financial Group, LLC SETM ($18.60) 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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