Wealth Management Solutions, LLC SPSM Holdings History
Wealth Management Solutions, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 204,647.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $7.55 Mil. This investment constitutes 5.18% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 5 purchases of SPSM, at an average price of $40.97, for a total of 232,360.00 shares. In addition, there have been 2 sales at an average price of $37.23 for 27,713.00 shares. Based on historical transaction data and SPSM's current price of $43.99, Wealth Management Solutions, LLC's estimated gain on his SPSM holdings is $514,377.46, reflecting a 5.40% gain to date.
Wealth Management Solutions, LLC SPSM ($43.99) Holding Chart
Wealth Management Solutions, LLC SPSM ($43.99) 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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