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

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,494 shares of SPTM stock, worth $540,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,494
Previous 5,491 36.48%
Holding current value
$540,542
Previous $364,000 44.23%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$63.28 - $70.06 $126,749 - $140,330
2,003 Added 36.48%
7,494 $525,000
Q2 2024

Aug 14, 2024
BUY
$60.69 - $66.83 $333,248 - $366,963
5,491 New
5,491 $364,000
Q2 2020

Aug 14, 2020
SELL
$29.99 - $39.74 $234,791 - $311,124
-7,829 Closed
0 $0
Q1 2020

May 11, 2020
BUY
$27.12 - $41.81 $212,322 - $327,330
7,829 New
7,829 $246,000

Others Institutions Holding SPTM

# of Institutions
629
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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