Heritage Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,679 shares of SPGM stock, worth $261,466. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,679
Previous 3,679 -0.0%
Holding current value
$261,466
Previous $233 Million 1.44%
% of portfolio
0.35%
Previous 0.29%

Shares

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

Jan 13, 2025
BUY
$63.23 - $66.65 $2,529 - $2,666
40 Added 1.1%
3,679 $233 Million
Q2 2024

Jul 05, 2024
BUY
$56.67 - $60.99 $206,222 - $221,942
3,639 New
3,639 $221 Million

Others Institutions Holding SPGM

# of Institutions
142
Shares Held
8.09M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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