Fsm Wealth Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,095 shares of SPGM stock, worth $633,663. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,095
Previous 9,926 1.7%
Holding current value
$633,663
Previous $603,000 8.29%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 30, 2024
BUY
$57.85 - $64.92 $9,776 - $10,971
169 Added 1.7%
10,095 $653,000
Q2 2024

Jul 12, 2024
BUY
$56.67 - $60.99 $9,237 - $9,941
163 Added 1.67%
9,926 $603,000
Q1 2024

May 14, 2024
BUY
$54.21 - $59.68 $47,650 - $52,458
879 Added 9.89%
9,763 $582,000
Q4 2023

May 14, 2024
BUY
$48.07 - $55.48 $14,517 - $16,754
302 Added 3.52%
8,884 $491,000
Q3 2023

Nov 14, 2023
BUY
$50.1 - $54.28 $13,476 - $14,601
269 Added 3.24%
8,582 $433,000
Q2 2023

Jul 12, 2023
SELL
$49.47 - $52.62 $247 - $263
-5 Reduced 0.06%
8,313 $435,000
Q1 2023

Apr 24, 2023
BUY
$46.63 - $51.08 $22,522 - $24,671
483 Added 6.16%
8,318 $414,000
Q4 2022

Jan 19, 2023
BUY
$42.72 - $49.46 $10,252 - $11,870
240 Added 3.16%
7,835 $0
Q3 2022

Oct 24, 2022
BUY
$42.78 - $50.95 $8,256 - $9,833
193 Added 2.61%
7,595 $325,000
Q2 2022

Aug 12, 2022
BUY
$44.97 - $55.51 $332,867 - $410,885
7,402 New
7,402 $365,000

Others Institutions Holding SPGM

# of Institutions
140
Shares Held
9.76M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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