Executive Wealth Management, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	BUY	$43.42 - $44.18 $86 - $88	2 Added 1.53%	133 $5,000
Q2 2019 Aug 01, 2019	BUY	N/A	1 Added 0.77%	131 $6,000
Q4 2018 Feb 19, 2019	BUY	N/A	130 New	130 $5,000

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

Ticker PSK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.