Number of Shares
55,436.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
0.36%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
18.41%

SHEETS SMITH WEALTH MANAGEMENT's Xtrackers S&P 500 Scored & Screened ETF Holding Summary

As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 55,436.00 shares of Xtrackers S&P 500 Scored & Screened ETF(SNPE), totaling $3.07 Mil. This investment constitutes 0.36% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.16% of the outstanding Xtrackers S&P 500 Scored & Screened ETF(SNPE) stock.

The initial trade took place in 2021Q2. And since then SHEETS SMITH WEALTH MANAGEMENT has made 5 purchases of SNPE, at an average price of $36.32, for a total of 377,511.00 shares. In addition, there have been 13 sales at an average price of $40.77 for 322,075.00 shares. Based on historical transaction data and SNPE's current price of $56.02, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his SNPE holdings is $2.52 Mil, reflecting a 18.41% gain to date.

SHEETS SMITH WEALTH MANAGEMENT SNPE ($56.02) Holding Chart

SHEETS SMITH WEALTH MANAGEMENT SNPE ($56.02) 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 %

Top Ranked Articles

  • 1