A detailed history of Endowment Wealth Management, Inc. transactions in Ssga Active Trust stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 6,246 shares of SRLN stock, worth $262,207. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,474 3.52%
Holding current value
$262,207
Previous $270,000 3.7%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 06, 2024

SELL
$40.93 - $41.85 $9,332 - $9,541
-228 Reduced 3.52%
6,246 $260,000
Q2 2024

Aug 01, 2024

SELL
$41.68 - $42.09 $14,087 - $14,226
-338 Reduced 4.96%
6,474 $270,000
Q1 2024

May 08, 2024

SELL
$41.64 - $42.11 $64,042 - $64,765
-1,538 Reduced 18.42%
6,812 $286,000
Q4 2023

Feb 07, 2024

SELL
$41.29 - $41.98 $97,361 - $98,988
-2,358 Reduced 22.02%
8,350 $350,000
Q3 2023

Oct 30, 2023

SELL
$41.52 - $42.12 $20,843 - $21,144
-502 Reduced 4.48%
10,708 $448,000
Q2 2023

Aug 10, 2023

SELL
$40.84 - $41.87 $12,578 - $12,895
-308 Reduced 2.67%
11,210 $469,000
Q1 2023

May 10, 2023

SELL
$40.7 - $42.14 $2,319 - $2,401
-57 Reduced 0.49%
11,518 $477,000
Q4 2022

Feb 13, 2023

BUY
$40.74 - $41.61 $12,629 - $12,899
310 Added 2.75%
11,575 $473,000
Q3 2022

Nov 10, 2022

BUY
$40.87 - $43.45 $27,791 - $29,546
680 Added 6.42%
11,265 $460,000
Q2 2022

Aug 15, 2022

BUY
$41.64 - $45.06 $81,406 - $88,092
1,955 Added 22.65%
10,585 $441,000
Q1 2022

May 04, 2022

BUY
$43.97 - $45.84 $34,120 - $35,571
776 Added 9.88%
8,630 $388,000
Q4 2021

Feb 11, 2022

BUY
$45.27 - $45.96 $355,550 - $360,969
7,854 New
7,854 $358,000

Others Institutions Holding SRLN

About SSGA ACTIVE TRUST


  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.