RFG - Bristol Wealth Advisors, LLC SPSB Holdings History
RFG - Bristol Wealth Advisors, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 190,269.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $5.73 Mil. This investment constitutes 1.92% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.08% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.96 for 78,263.00 shares. Based on historical transaction data and SPSB's current price of $30.04, RFG - Bristol Wealth Advisors, LLC's estimated gain on his SPSB holdings is $12,536.20, reflecting a 0.16% gain to date.
RFG - Bristol Wealth Advisors, LLC SPSB ($30.04) Holding Chart
RFG - Bristol Wealth Advisors, 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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