Dopkins Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 12,888 shares of SPDW stock, worth $454,688. This represents 0.4% of its overall portfolio holdings.

Number of Shares
12,888
Previous 13,388 3.73%
Holding current value
$454,688
Previous $469,000 3.2%
% of portfolio
0.4%
Previous 0.3%

Shares

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

Nov 06, 2024
SELL
$33.74 - $37.96 $16,870 - $18,980
-500 Reduced 3.73%
12,888 $484,000
Q1 2024

May 03, 2024
BUY
$32.85 - $35.9 $439,795 - $480,629
13,388 New
13,388 $479,000

Others Institutions Holding SPDW

# of Institutions
953
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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