Iag Wealth Partners, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$155.0 - $176.28 $25,575 - $29,086	165 Added 103.77%	324 $54,000
Q2 2022 Aug 03, 2022	BUY	$155.84 - $194.88 $24,778 - $30,985	159 New	159 $25,000

Others Institutions Holding MMTM

# of Institutions

32

Shares Held

217K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.1K
Shares

$17.5 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

44.7K
Shares

$11.3 Million
0.65% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.32 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15K
Shares

$3.8 Million
0.04% of portfolio
Western Wealth Management, LLC

9.08K
Shares

$2.29 Million
0.17% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
Sector ETFs
Industry ETFs

More about MMTM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.