Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 24,712 shares of SPGM stock, worth $1.61 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
24,712
Previous 5,750 329.77%
Holding current value
$1.61 Million
Previous $372,000 320.7%
% of portfolio
0.78%
Previous 0.2%

Shares

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

Jan 22, 2025
BUY
$63.23 - $66.65 $1.2 Million - $1.26 Million
18,962 Added 329.77%
24,712 $1.57 Million
Q2 2024

Jul 22, 2024
BUY
$56.67 - $60.99 $325,852 - $350,692
5,750 New
5,750 $349 Million

Others Institutions Holding SPGM

# of Institutions
137
Shares Held
9.36M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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