Falcon Wealth Planning Spdr Portfolio Transaction History

Falcon Wealth Planning

  • $769 Million
  • Q2 2024

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Falcon Wealth Planning holds 9,445 shares of SPMD stock, worth $506,440. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,445
Previous 10,427 9.42%
Holding current value
$506,440
Previous $556,000 12.95%
% of portfolio
0.06%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$49.54 - $53.39 $48,648 - $52,428
-982 Reduced 9.42%
9,445 $484,000
Q1 2024

Apr 15, 2024
SELL
$47.16 - $53.34 $29,144 - $32,964
-618 Reduced 5.6%
10,427 $556,000
Q2 2023

Jul 13, 2023
SELL
$42.21 - $45.89 $18,910 - $20,558
-448 Reduced 3.9%
11,045 $506,000
Q1 2023

May 15, 2023
SELL
$41.67 - $47.74 $3,958 - $4,535
-95 Reduced 0.82%
11,493 $505,000
Q3 2022

Nov 10, 2022
SELL
N/A
-245 Reduced 2.07%
11,588 $447,000
Q1 2022

May 05, 2022
SELL
N/A
-377 Reduced 3.09%
11,833 $558,000
Q3 2021

Oct 19, 2021
SELL
N/A
-54 Reduced 0.44%
12,210 $564,000
Q1 2021

Apr 20, 2021
SELL
N/A
-974 Reduced 7.36%
12,264 $561,000
Q4 2020

Feb 01, 2021
BUY
N/A
13,238 New
13,238 $535,000

Others Institutions Holding SPMD

# of Institutions
588
Shares Held
171M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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