Iams Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 29,528 shares of SPEM stock, worth $1.16 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
29,528
Previous 18,515 59.48%
Holding current value
$1.16 Million
Previous $697 Million 74.77%
% of portfolio
0.6%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$36.02 - $41.68 $396,688 - $459,021
11,013 Added 59.48%
29,528 $1.22 Billion
Q2 2024

Aug 05, 2024
BUY
$35.3 - $38.79 $379,898 - $417,457
10,762 Added 138.81%
18,515 $697 Million
Q1 2024

Apr 18, 2024
BUY
$33.69 - $36.47 $261,198 - $282,751
7,753 New
7,753 $274 Million

Others Institutions Holding SPEM

# of Institutions
810
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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