Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Life Planning Partners, Inc

  • $109 Million
  • Q2 2024

A detailed history of Life Planning Partners, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Life Planning Partners, Inc holds 87,061 shares of SPDW stock, worth $3.28 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
87,061
Previous 87,061 -0.0%
Holding current value
$3.28 Million
Previous $3.12 Million 2.12%
% of portfolio
2.79%
Previous 3.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$29.46 - $34.07 $1,266 - $1,465
-43 Reduced 0.05%
87,061 $2.96 Million
Q1 2022

Apr 25, 2022
BUY
$31.42 - $36.91 $112,326 - $131,953
3,575 Added 4.28%
87,104 $2.99 Million
Q4 2021

Feb 11, 2022
BUY
$35.28 - $37.98 $2.95 Million - $3.17 Million
83,529 New
83,529 $3.05 Million

Others Institutions Holding SPDW

# of Institutions
933
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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