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

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 12,105 shares of SPGM stock, worth $759,830. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,105

Previous 10,830 11.77%

Holding current value

$759,830

Previous $658,000 19.15%

% of portfolio

0.15%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$57.85 - $64.92 $73,758 - $82,773	1,275 Added 11.77%	12,105 $784,000
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $101,495 - $109,233	1,791 Added 19.81%	10,830 $658,000
Q1 2024 Apr 24, 2024	BUY	$54.21 - $59.68 $29,490 - $32,465	544 Added 6.4%	9,039 $539,000
Q4 2023 Feb 02, 2024	BUY	$48.07 - $55.48 $87,006 - $100,418	1,810 Added 27.08%	8,495 $470,000
Q3 2023 Oct 24, 2023	BUY	$50.1 - $54.28 $33,667 - $36,476	672 Added 11.18%	6,685 $337,000
Q2 2023 Aug 10, 2023	SELL	$49.47 - $52.62 $3,858 - $4,104	-78 Reduced 1.28%	6,013 $314,000
Q1 2023 Apr 25, 2023	BUY	$46.63 - $51.08 $76,146 - $83,413	1,633 Added 36.63%	6,091 $303,000
Q4 2022 Feb 08, 2023	BUY	$42.72 - $49.46 $66,942 - $77,503	1,567 Added 54.2%	4,458 $207,000
Q3 2022 Oct 26, 2022	BUY	$42.78 - $50.95 $77,816 - $92,678	1,819 Added 169.68%	2,891 $124,000
Q2 2022 Aug 03, 2022	BUY	$44.97 - $55.51 $48,207 - $59,506	1,072 New	1,072 $49,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Iag Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History