Holos Integrated Wealth LLC Spdr Index Shs Fds S Spdr Port Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 12,301 shares of SPGM stock, worth $874,232. This represents 0.5% of its overall portfolio holdings.

Number of Shares
12,301
Previous 17,548 29.9%
Holding current value
$874,232
Previous $1.11 Billion 30.91%
% of portfolio
0.5%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
SELL
$61.91 - $66.79 $324,841 - $350,447
-5,247 Reduced 29.9%
12,301 $768 Million
Q4 2024

Aug 08, 2025
BUY
$63.23 - $66.65 $1.11 Million - $1.17 Million
17,548 New
17,548 $1.11 Billion

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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