Geo Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,383 shares of SPYV stock, worth $115,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,383
Previous 144 1554.86%
Holding current value
$115,932
Previous $6,000 1883.33%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$45.88 - $50.1 $80,335 - $87,725
-1,751 Reduced 73.48%
632 $31,000
Q1 2024

May 15, 2024
BUY
$45.88 - $50.1 $102,725 - $112,173
2,239 Added 1554.86%
2,383 $119,000
Q4 2023

Feb 13, 2024
BUY
$39.63 - $46.73 $5,706 - $6,729
144 New
144 $6,000
Q3 2022

Nov 14, 2022
BUY
N/A
391 New
391 $13,000
Q1 2021

May 13, 2021
SELL
N/A
-64,926 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
N/A
-9,795 Reduced 13.11%
64,926 $2.23 Million
Q3 2020

Nov 13, 2020
BUY
N/A
16,329 Added 27.96%
74,721 $2.26 Million
Q2 2020

Aug 14, 2020
BUY
N/A
47,367 Added 429.63%
58,392 $1.69 Million
Q1 2020

May 13, 2020
BUY
N/A
11,025 New
11,025 $284,000

Others Institutions Holding SPYV

# of Institutions
887
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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