Org Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Org Wealth Partners, LLC holds 7,745 shares of SPEM stock, worth $304,688. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,745
Previous 6,060 27.81%
Holding current value
$304,688
Previous $250 Million 99.88%
% of portfolio
0.21%
Previous 0.08%

Shares

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

Jan 10, 2025
BUY
$38.37 - $42.82 $64,653 - $72,151
1,685 Added 27.81%
7,745 $297,000
Q3 2024

Oct 11, 2024
BUY
$36.02 - $41.68 $218,281 - $252,580
6,060 New
6,060 $250 Million

Others Institutions Holding SPEM

# of Institutions
877
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email