Solano Wealth Management, Inc. SPTM Holdings History
Solano Wealth Management, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2024-06-30, Solano Wealth Management, Inc. held 209,076.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $13.87 Mil. This investment constitutes 7.6% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q1. And since then Solano Wealth Management, Inc. has made 5 purchases of SPTM, at an average price of $55.53, for a total of 209,076.00 shares. Based on historical transaction data and SPTM's current price of $76.29, Solano Wealth Management, Inc.'s estimated gain on his SPTM holdings is $4.34 Mil, reflecting a 37.37% gain to date.
Solano Wealth Management, Inc. SPTM ($76.29) Holding Chart
Solano Wealth Management, Inc. SPTM ($76.29) 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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