Wealth Management Solutions, LLC SPTM Holdings History
Wealth Management Solutions, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 267,152.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $14.02 Mil. This investment constitutes 9.62% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.23% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 2 purchases of SPTM, at an average price of $54.80, for a total of 365,671.00 shares. In addition, there have been 5 sales at an average price of $51.16 for 98,519.00 shares. Based on historical transaction data and SPTM's current price of $76.17, Wealth Management Solutions, LLC's estimated gain on his SPTM holdings is $5.35 Mil, reflecting a 26.70% gain to date.
Wealth Management Solutions, LLC SPTM ($76.17) Holding Chart
Wealth Management Solutions, LLC SPTM ($76.17) 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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