Avid Wealth Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History

Avid Wealth Partners LLC

  • $124 Billion
  • Q1 2024

A detailed history of Avid Wealth Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Avid Wealth Partners LLC holds 7,959 shares of SPTM stock, worth $534,446. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,959
Previous 14,678 45.78%
Holding current value
$534,446
Previous $858 Million 40.49%
% of portfolio
0.41%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$57.38 - $64.15 $385,536 - $431,023
-6,719 Reduced 45.78%
7,959 $511 Million
Q4 2023

Jan 23, 2024
BUY
$50.31 - $58.65 $738,450 - $860,864
14,678 New
14,678 $858 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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 Avid Wealth Partners LLC Portfolio

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

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email