Carson Allaria Wealth Management, Ltd. Spdr Portfolio Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr Portfolio stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 14,702 shares of SPMD stock, worth $836,249. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,702
Previous 884 1563.12%
Holding current value
$836,249
Previous $45,000 1684.44%
% of portfolio
0.47%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$50.29 - $54.92 $694,907 - $758,884
13,818 Added 1563.12%
14,702 $803,000
Q4 2023

Feb 08, 2024
SELL
$40.76 - $49.2 $34,605 - $41,770
-849 Reduced 48.99%
884 $43,000
Q3 2023

Nov 09, 2023
BUY
$43.23 - $47.8 $74,917 - $82,837
1,733 New
1,733 $75,000

Others Institutions Holding SPMD

# of Institutions
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email