Kfg Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 14,015 shares of SPHY stock, worth $330,053. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,015
Previous 11,767 19.1%
Holding current value
$330,053
Previous $273,000 23.44%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 15, 2024
BUY
$23.04 - $24.06 $51,793 - $54,086
2,248 Added 19.1%
14,015 $337,000
Q2 2024

Jul 19, 2024
BUY
$22.82 - $23.32 $53,718 - $54,895
2,354 Added 25.01%
11,767 $273,000
Q1 2024

Apr 19, 2024
BUY
$23.14 - $23.52 $217,816 - $221,393
9,413 New
9,413 $220,000

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email