Castleview Partners, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

A detailed history of Castleview Partners, LLC transactions in Spdr Ser Tr S&P 1500 Momentum stock. As of the latest transaction made, Castleview Partners, LLC holds 250 shares of MMTM stock, worth $64,705. This represents 0.04% of its overall portfolio holdings.

Number of Shares
250
Previous 88 184.09%
Holding current value
$64,705
Previous $22,000 181.82%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Oct 21, 2024
BUY
$223.74 - $251.93 $36,245 - $40,812
162 Added 184.09%
250 $62,000
Q2 2024

Jul 31, 2024
BUY
$215.16 - $245.69 $2,366 - $2,702
11 Added 14.29%
88 $21,000
Q1 2024

May 09, 2024
BUY
$197.12 - $230.64 $3,745 - $4,382
19 Added 32.76%
77 $17,000
Q4 2023

Feb 05, 2024
BUY
$172.61 - $202.76 $517 - $608
3 Added 5.45%
58 $11,000
Q2 2023

Aug 14, 2023
BUY
$168.6 - $185.52 $505 - $556
3 Added 5.77%
55 $10,000
Q1 2023

May 15, 2023
BUY
$161.84 - $173.62 $647 - $694
4 Added 8.33%
52 $8,000
Q4 2022

Feb 01, 2023
BUY
$155.0 - $176.28 $1,085 - $1,233
7 Added 17.07%
48 $8,000
Q3 2022

Nov 10, 2022
SELL
$154.35 - $179.8 $2.27 Million - $2.64 Million
-14,683 Reduced 99.72%
41 $6,000
Q2 2022

Aug 17, 2022
BUY
$155.84 - $194.88 $822,523 - $1.03 Million
5,278 Added 55.88%
14,724 $0
Q2 2022

Aug 16, 2022
BUY
$155.84 - $194.88 $1.46 Million - $1.83 Million
9,385 Added 15385.25%
9,446 $0
Q1 2022

May 16, 2022
SELL
$178.34 - $204.72 $6.06 Million - $6.96 Million
-33,979 Reduced 99.82%
61 $11,000
Q4 2021

Feb 17, 2022
BUY
$183.29 - $203.85 $6.22 Million - $6.91 Million
33,916 Added 27351.61%
34,040 $0
Q2 2021

Aug 17, 2021
BUY
$168.26 - $181.61 $20,864 - $22,519
124 New
124 $23,000

Others Institutions Holding MMTM

# of Institutions
32
Shares Held
216K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR S&P 1500 MOMENTUM

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

Track Castleview Partners, LLC Portfolio

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

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email