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 $651,127. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,095
Previous 9,926 1.7%
Holding current value
$651,127
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

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

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

News

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