Archetype Wealth Partners Ssga Active Trust Transaction History

Archetype Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$41.68 - $42.09 $3,459 - $3,493	-83 Reduced 0.44%	18,929 $791,000
Q1 2024 May 14, 2024	SELL	$41.64 - $42.11 $116,592 - $117,908	-2,800 Reduced 12.84%	19,012 $801,000
Q4 2023 Feb 14, 2024	BUY	$41.29 - $41.98 $66,642 - $67,755	1,614 Added 7.99%	21,812 $915,000
Q3 2023 Nov 13, 2023	SELL	$41.52 - $42.12 $77,891 - $79,017	-1,876 Reduced 8.5%	20,198 $847,000
Q2 2023 Aug 14, 2023	SELL	$40.84 - $41.87 $97,117 - $99,566	-2,378 Reduced 9.73%	22,074 $924,000
Q1 2023 May 10, 2023	BUY	$40.7 - $42.14 $31,949 - $33,079	785 Added 3.32%	24,452 $1.01 Million
Q4 2022 Feb 14, 2023	BUY	$40.74 - $41.61 $964,193 - $984,783	23,667 New	23,667 $968,000

544

118M

68.4K

60.6K

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Archetype Wealth Partners with notifications on news.