Forvis Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,666 shares of SPLG stock, worth $440,489. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,666
Previous 6,666 -0.0%
Holding current value
$440,489
Previous $410,000 3.9%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$50.09 - $53.81 $89,711 - $96,373
-1,791 Reduced 21.18%
6,666 $335,000
Q2 2023

Aug 08, 2023
SELL
$47.56 - $52.11 $39,569 - $43,355
-832 Reduced 8.96%
8,457 $440,000
Q1 2023

Apr 26, 2023
SELL
$44.61 - $48.99 $9,635 - $10,581
-216 Reduced 2.27%
9,289 $447,000
Q4 2022

Feb 02, 2023
SELL
$41.93 - $47.9 $10,398 - $11,879
-248 Reduced 2.54%
9,505 $427,000
Q3 2022

Oct 13, 2022
SELL
$41.99 - $50.54 $25,739 - $30,981
-613 Reduced 5.91%
9,753 $410,000
Q2 2022

Jul 22, 2022
BUY
$43.16 - $53.73 $447,396 - $556,965
10,366 New
10,366 $460,000

Others Institutions Holding SPLG

# of Institutions
1,093
Shares Held
435M
Call Options Held
169K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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

Track Forvis Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email