Heirloom Wealth Management Dbx ETF Tr Xtrackers S&P 500 E Transaction History

Heirloom Wealth Management

  • $318 Million
  • Q4 2024

A detailed history of Heirloom Wealth Management transactions in Dbx ETF Tr Xtrackers S&P 500 E stock. As of the latest transaction made, Heirloom Wealth Management holds 8,381 shares of SNPE stock, worth $432,962. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,381
Previous 8,486 1.24%
Holding current value
$432,962
Previous $446,000 -0.0%
% of portfolio
0.14%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$51.94 - $55.55 $5,453 - $5,832
-105 Reduced 1.24%
8,381 $446,000
Q3 2024

Oct 16, 2024
BUY
$47.54 - $52.58 $855 - $946
18 Added 0.21%
8,486 $446,000
Q2 2024

Jul 31, 2024
BUY
$45.18 - $50.64 $5,286 - $5,924
117 Added 1.4%
8,468 $423,000
Q1 2024

Apr 24, 2024
SELL
$42.79 - $47.83 $574,883 - $642,596
-13,435 Reduced 61.67%
8,351 $399,000
Q4 2023

Jan 31, 2024
SELL
$37.72 - $43.67 $2,791 - $3,231
-74 Reduced 0.34%
21,786 $948,000
Q3 2023

Oct 23, 2023
BUY
$38.97 - $42.05 $137,642 - $148,520
3,532 Added 19.27%
21,860 $856,000
Q2 2023

Aug 08, 2023
SELL
$36.9 - $40.61 $36,088 - $39,716
-978 Reduced 5.07%
18,328 $744,000
Q1 2023

Apr 27, 2023
SELL
$34.18 - $37.63 $51,987 - $57,235
-1,521 Reduced 7.3%
19,306 $717,000
Q4 2022

Feb 01, 2023
BUY
$32.24 - $36.88 $87,176 - $99,723
2,704 Added 14.92%
20,827 $719,000
Q1 2022

May 17, 2022
BUY
$37.6 - $43.04 $370,660 - $424,288
9,858 Added 119.27%
18,123 $656,000
Q4 2021

Jan 25, 2022
BUY
$37.96 - $42.96 $313,739 - $355,064
8,265 New
8,265 $327,000

Others Institutions Holding SNPE

# of Institutions
109
Shares Held
14.7M
Call Options Held
200
Put Options Held
1K
View Full List

About DBX ETF TR XTRACKERS S&P 500 E

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