Heritage Wealth Management, LLC Spdr Portfolio Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$39.32 - $45.21 $8,964 - $10,307
228 Added 100.0%
456 $19,000
Q2 2022

Aug 15, 2022
SELL
$38.67 - $47.45 $9,164 - $11,245
-237 Reduced 50.97%
228 $0
Q1 2022

Aug 15, 2022
SELL
$44.15 - $50.14 $6,269 - $7,119
-142 Reduced 23.39%
465 $22,000
Q3 2021

Nov 10, 2021
SELL
$45.05 - $48.67 $43,608 - $47,112
-968 Reduced 61.46%
607 $28,000
Q2 2021

Aug 11, 2021
BUY
$45.87 - $48.58 $72,245 - $76,513
1,575 New
1,575 $74,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
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