Colonial River Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Colonial River Wealth Management, LLC

$201 Million
Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,264 shares of SPGM stock, worth $279,206. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,264

Previous 4,473 4.67%

Holding current value

$279,206

Previous $271,000 1.85%

% of portfolio

0.14%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$57.85 - $64.92 $12,090 - $13,568	-209 Reduced 4.67%	4,264 $276,000
Q2 2024 Jul 19, 2024	SELL	$56.67 - $60.99 $25,558 - $27,506	-451 Reduced 9.16%	4,473 $271,000
Q1 2024 May 10, 2024	SELL	$54.21 - $59.68 $335,505 - $369,359	-6,189 Reduced 55.69%	4,924 $293,000
Q4 2023 Jan 23, 2024	SELL	$48.07 - $55.48 $395,375 - $456,323	-8,225 Reduced 42.53%	11,113 $614,000
Q3 2023 Nov 03, 2023	BUY	$50.1 - $54.28 $968,833 - $1.05 Million	19,338 New	19,338 $976,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Colonial River Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History