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

Cornerstone Wealth Management, LLC

$1.27 Billion
Q2 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 6,457 shares of SPGM stock, worth $417,509. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,457

Previous 5,642 14.45%

Holding current value

$417,509

Previous $336,000 16.67%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $46,186 - $49,706	815 Added 14.45%	6,457 $392,000
Q1 2024 Apr 19, 2024	BUY	$54.21 - $59.68 $48,192 - $53,055	889 Added 18.7%	5,642 $336,000
Q4 2023 Jan 10, 2024	BUY	$48.07 - $55.48 $24,948 - $28,794	519 Added 12.26%	4,753 $263,000
Q1 2023 May 15, 2023	BUY	$46.63 - $51.08 $197,431 - $216,272	4,234 New	4,234 $211,000

Others Institutions Holding SPGM

# of Institutions

131

Shares Held

9.88M

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