Professional Financial Advisors, LLC SPTM Holdings History
Professional Financial Advisors, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Professional Financial Advisors, LLC held 1.55 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $105.34 Mil. This investment constitutes 26.75% of their stock portfolio, and Professional Financial Advisors, LLC now holds 1.11% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q4. And since then Professional Financial Advisors, LLC has made 17 purchases of SPTM, at an average price of $52.18, for a total of 1.66 Mil shares. In addition, there have been 4 sales at an average price of $41.64 for 111,336.00 shares. Based on historical transaction data and SPTM's current price of $73.63, Professional Financial Advisors, LLC's estimated gain on his SPTM holdings is $32.04 Mil, reflecting a 36.99% gain to date.
Professional Financial Advisors, LLC SPTM ($73.63) Holding Chart
Professional Financial Advisors, LLC SPTM ($73.63) 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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