Berkshire Money Management, Inc. Spdr Ser Tr S&P 1500 Momentum Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$197.12 - $230.64 $403,307 - $471,889	2,046 New	2,046 $470,000

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

237K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$22 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.7 Million
0.67% of portfolio
Professional Financial Advisors, LLC

18.4K
Shares

$4.93 Million
1.26% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.19 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.7 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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