Cassady Schiller Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 129 shares of SPGM stock, worth $9,667. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129
Previous 120 7.5%
Holding current value
$9,667
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$63.23 - $66.65 $569 - $599
9 Added 7.5%
129 $8,000
Q3 2024

Nov 06, 2024
BUY
$57.85 - $64.92 $925 - $1,038
16 Added 15.38%
120 $7,000
Q2 2024

Aug 12, 2024
BUY
$56.67 - $60.99 $1,813 - $1,951
32 Added 44.44%
104 $6,000
Q4 2023

Feb 09, 2024
BUY
$48.07 - $55.48 $48 - $55
1 Added 1.41%
72 $3,000
Q2 2023

Aug 10, 2023
BUY
$49.47 - $52.62 $3,512 - $3,736
71 New
71 $3,000

Others Institutions Holding SPGM

# of Institutions
154
Shares Held
9.71M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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