RVW Wealth, LLC SPTM Holdings History
RVW Wealth, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, RVW Wealth, LLC held 312,454.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $23.40 Mil. This investment constitutes 1.99% of their stock portfolio, and RVW Wealth, LLC now holds 0.22% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2020Q2. And since then RVW Wealth, LLC has made 11 purchases of SPTM, at an average price of $55.32, for a total of 1.49 Mil shares. In addition, there have been 10 sales at an average price of $61.17 for 1.17 Mil shares. Based on historical transaction data and SPTM's current price of $76.17, RVW Wealth, LLC's estimated gain on his SPTM holdings is $13.38 Mil, reflecting a 16.28% gain to date.
RVW Wealth, LLC SPTM ($76.17) Holding Chart
RVW Wealth, LLC SPTM ($76.17) 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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