Aj Wealth Strategies, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 409,619 shares of SPTM stock, worth $31.6 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
409,619
Previous 352,988 16.04%
Holding current value
$31.6 Million
Previous $17.8 Million 25.27%
% of portfolio
1.08%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$49.75 - $54.44 $2.82 Million - $3.08 Million
56,631 Added 16.04%
409,619 $22.3 Million
Q1 2023

Apr 28, 2023
BUY
$46.97 - $51.65 $64,818 - $71,277
1,380 Added 0.39%
352,988 $17.8 Million
Q4 2022

Jan 25, 2023
BUY
$44.09 - $50.41 $15.5 Million - $17.7 Million
351,608 New
351,608 $16.6 Million

Others Institutions Holding SPTM

# of Institutions
711
Shares Held
93.9M
Call Options Held
8.6K
Put Options Held
4.1K
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email