Kingswood Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,662 shares of SPMB stock, worth $252,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,662
Previous 22,623 48.45%
Holding current value
$252,832
Previous $488 Million 46.16%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$21.35 - $22.73 $234,017 - $249,143
-10,961 Reduced 48.45%
11,662 $263 Million
Q2 2024

Jul 09, 2024
BUY
$20.97 - $21.76 $474,404 - $492,276
22,623 New
22,623 $488 Million

Others Institutions Holding SPMB

# of Institutions
218
Shares Held
235M
Call Options Held
0
Put Options Held
12.3K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
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