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

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.8 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.53 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.16 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.68 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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