Laidlaw Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 16,220 shares of SPDW stock, worth $572,241. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,220
Previous 15,554 4.28%
Holding current value
$572,241
Previous $545,000 11.74%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Nov 12, 2024
BUY
$33.74 - $37.96 $22,470 - $25,281
666 Added 4.28%
16,220 $609,000
Q2 2024

Aug 01, 2024
BUY
$34.2 - $36.64 $21,033 - $22,533
615 Added 4.12%
15,554 $545,000
Q1 2024

May 15, 2024
BUY
$32.85 - $35.9 $41,620 - $45,485
1,267 Added 9.27%
14,939 $535,000
Q4 2023

Feb 12, 2024
SELL
$29.46 - $34.07 $41,214 - $47,663
-1,399 Reduced 9.28%
13,672 $464,000
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $465,392 - $506,084
15,071 New
15,071 $467,000

Others Institutions Holding SPDW

# of Institutions
953
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw 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 Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email