Exencial Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 50,710 shares of SPHY stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
50,710
Previous 52,375 3.18%
Holding current value
$1.2 Million
Previous $1.22 Million 0.25%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 31, 2024
SELL
$23.04 - $24.06 $38,361 - $40,059
-1,665 Reduced 3.18%
50,710 $1.22 Million
Q2 2024

Aug 12, 2024
SELL
$22.82 - $23.32 $20,150 - $20,591
-883 Reduced 1.66%
52,375 $1.22 Million
Q1 2024

May 10, 2024
SELL
$23.14 - $23.52 $558,622 - $567,796
-24,141 Reduced 31.19%
53,258 $1.25 Million
Q4 2023

Feb 13, 2024
BUY
$21.84 - $23.52 $1.69 Million - $1.82 Million
77,399 New
77,399 $1.81 Million

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email