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

Heirloom Wealth Management

$358 Million
Q2 2025

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 8,238 shares of SNPE stock, worth $493,703. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,238

Previous 8,162 0.93%

Holding current value

$493,703

Previous $411,000 10.71%

% of portfolio

0.13%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$44.64 - $55.3 $3,392 - $4,202	76 Added 0.93%	8,238 $455,000
Q1 2025 Apr 24, 2025	SELL	$49.54 - $55.15 $10,849 - $12,077	-219 Reduced 2.61%	8,162 $411,000
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

119

Shares Held

19.2M

Call Options Held

Put Options Held

View Full List

About DBX ETF TR XTRACKERS S&P 500 E

Ticker SNPE
Sector ETFs
Industry ETFs

More about SNPE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Heirloom Wealth Management with notifications on news.

Account

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