Seaside Wealth Management, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History

Seaside Wealth Management, Inc.

  • $273 Million
  • Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,346 shares of CMDY stock, worth $275,853. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,125 4.31%
Holding current value
$275,853
Previous $255,000 0.39%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$46.31 - $51.02 $10,234 - $11,275
221 Added 4.31%
5,346 $254,000
Q4 2023

Jan 23, 2024
BUY
$47.04 - $52.37 $11,618 - $12,935
247 Added 5.06%
5,125 $241,000
Q2 2023

Jul 17, 2023
SELL
$48.08 - $52.9 $6,971 - $7,670
-145 Reduced 2.89%
4,878 $241,000
Q4 2022

Feb 09, 2023
BUY
$53.73 - $58.49 $10,101 - $10,996
188 Added 3.89%
5,023 $273,000
Q2 2022

Aug 30, 2022
BUY
$58.24 - $67.63 $281,590 - $326,991
4,835 New
4,835 $287,000

Others Institutions Holding CMDY

# of Institutions
62
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES US ETF TR BLOOMBERG RO

CMDY Quotes by TradingView
  • Ticker CMDY
  • Sector ETFs
  • Industry ETFs
More about CMDY
Track This Portfolio

Track Seaside Wealth Management, Inc. Portfolio

Follow Seaside Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email