Fsm Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Fsm Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$52.22 - $56.31 $9,921 - $10,698	-190 Reduced 4.46%	4,074 $213,000
Q2 2023 Jul 12, 2023	SELL	$49.75 - $54.44 $1,741 - $1,905	-35 Reduced 0.81%	4,264 $232,000
Q1 2023 Apr 24, 2023	BUY	$46.97 - $51.65 $328 - $361	7 Added 0.16%	4,299 $216,000
Q4 2022 Jan 19, 2023	BUY	$44.09 - $50.41 $189,234 - $216,359	4,292 New	4,292 $0

629

85M

949K

700

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

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