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

Fsm Wealth Advisors, LLC

$281 Million
Q1 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 9,763 shares of SPGM stock, worth $604,232. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,763

Previous 8,884 9.89%

Holding current value

$604,232

Previous $491,000 18.53%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.27 - $49.46 $10,864 - $11,870	240 Added 3.16%	7,835 $0
Q3 2022 Oct 24, 2022	BUY	N/A	193 Added 2.61%	7,595 $325,000
Q2 2022 Aug 12, 2022	BUY	N/A	7,402 New	7,402 $365,000

Others Institutions Holding SPGM

# of Institutions

121

Shares Held

9.83M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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