Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 13,427 shares of SPDW stock, worth $463,500. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,427
Previous 13,079 2.66%
Holding current value
$463,500
Previous $459 Million 9.92%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 13, 2024
BUY
$33.74 - $37.96 $11,741 - $13,210
348 Added 2.66%
13,427 $504 Million
Q2 2024

Aug 08, 2024
BUY
$34.2 - $36.64 $53,967 - $57,817
1,578 Added 13.72%
13,079 $459 Million
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $126,045 - $137,748
3,837 Added 50.07%
11,501 $412 Million
Q4 2023

Feb 13, 2024
BUY
$29.46 - $34.07 $225,781 - $261,112
7,664 New
7,664 $261 Million

Others Institutions Holding SPDW

# of Institutions
955
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email