Number of Shares
40,983.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
1.49%
Total Estimate Gain
$13,493.18
% of Total Estimate Gain
1.00%

VERUS WEALTH MANAGEMENT, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 40,983.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $1.36 Mil. This investment constitutes 1.49% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of SPIB, at an average price of $33.07, for a total of 40,983.00 shares. Based on historical transaction data and SPIB's current price of $33.40, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his SPIB holdings is $13,493.18, reflecting a 1.00% gain to date.

VERUS WEALTH MANAGEMENT, LLC SPIB ($33.40) Holding Chart

VERUS WEALTH MANAGEMENT, LLC SPIB ($33.40) 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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