Independent Solutions Wealth Management, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 19, 2024	SELL	$35.08 - $38.46 $231,071 - $253,336	-6,587 Closed	0 $0
Q4 2022 Dec 19, 2024	BUY	$28.66 - $36.08 $188,783 - $237,658	6,587 New	6,587 $229 Million

Others Institutions Holding SPEU

# of Institutions

Shares Held

6.02M

Call Options Held

Put Options Held

Mather Group, Llc. Chicago, IL

3.14M
Shares

$126 Million
1.8% of portfolio
Morgan Stanley New York, NY

901K
Shares

$36 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

378K
Shares

$15.1 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

289K
Shares

$11.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

233K
Shares

$9.33 Million
0.0% of portfolio

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