Iams Wealth Management, LLC Spdr Portfolio Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,829 shares of SPMD stock, worth $297,512. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,829
Previous 5,368 8.59%
Holding current value
$297,512
Previous $294 Million 8.61%
% of portfolio
0.15%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$54.13 - $59.56 $24,953 - $27,457
461 Added 8.59%
5,829 $319 Million
Q3 2024

Oct 11, 2024
BUY
$50.29 - $54.92 $72,266 - $78,920
1,437 Added 36.56%
5,368 $294 Million
Q2 2024

Aug 05, 2024
BUY
$49.54 - $53.39 $194,741 - $209,876
3,931 New
3,931 $202 Million

Others Institutions Holding SPMD

# of Institutions
721
Shares Held
205M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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