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 $30 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
409,619
Previous 352,988 16.04%
Holding current value
$30 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
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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