Private Wealth Management Group, LLC SPDR INDEX SHS FDS Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
1,637
Previous 2,007 18.44%
Holding current value
$64.7 Million
Previous $71 Million 8.91%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-370 Reduced 18.44%
1,637 $64.7 Million
Q4 2023

Feb 08, 2024
BUY
N/A
2,007 New
2,007 $63.6 Million
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