Ica Group Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$57.38 - $64.15 $66,446 - $74,285	-1,158 Reduced 12.29%	8,266 $530,000
Q4 2023 Mar 07, 2024	SELL	$50.31 - $58.65 $31,141 - $36,304	-619 Reduced 6.16%	9,424 $550,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $35,091 - $37,840	672 Added 7.17%	10,043 $527,000
Q2 2023 Aug 11, 2023	SELL	$49.75 - $54.44 $9,651 - $10,561	-194 Reduced 2.03%	9,371 $510,000
Q1 2023 May 12, 2023	BUY	$46.97 - $51.65 $118,176 - $129,951	2,516 Added 35.69%	9,565 $482,000
Q4 2022 Feb 14, 2023	BUY	$44.09 - $50.41 $53,348 - $60,996	1,210 Added 20.72%	7,049 $333,000
Q3 2022 Nov 10, 2022	BUY	$44.11 - $53.04 $79,662 - $95,790	1,806 Added 44.78%	5,839 $258,000
Q2 2022 Oct 03, 2022	BUY	$45.19 - $56.15 $182,251 - $226,452	4,033 New	4,033 $210,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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