Red Mountain Financial, LLC SPTM Holdings History
Red Mountain Financial, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Red Mountain Financial, LLC held 18,750.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $1.28 Mil. This investment constitutes 1.55% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of SPTM, at an average price of $60.97, for a total of 18,750.00 shares. Based on historical transaction data and SPTM's current price of $73.56, Red Mountain Financial, LLC's estimated gain on his SPTM holdings is $236,113.98, reflecting a 20.65% gain to date.
Red Mountain Financial, LLC SPTM ($73.56) Holding Chart
Red Mountain Financial, LLC SPTM ($73.56) 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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