Measured Wealth Private Client Group, LLC Ssga Active Trust Transaction History

Measured Wealth Private Client Group, LLC

$283 Million
Q2 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 13,035 shares of SRLN stock, worth $544,211. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,035

Previous 7,781 67.52%

Holding current value

$544,211

Previous $327,000 66.36%

% of portfolio

0.19%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$41.68 - $42.09 $218,986 - $221,140	5,254 Added 67.52%	13,035 $544,000
Q1 2024 Apr 18, 2024	BUY	$41.64 - $42.11 $118,174 - $119,508	2,838 Added 57.41%	7,781 $327,000
Q4 2023 Feb 06, 2024	SELL	$41.29 - $41.98 $229,531 - $233,366	-5,559 Reduced 52.93%	4,943 $207,000
Q3 2023 Oct 18, 2023	BUY	$41.52 - $42.12 $83,538 - $84,745	2,012 Added 23.7%	10,502 $440,000
Q2 2023 Jul 20, 2023	BUY	$40.84 - $41.87 $31,201 - $31,988	764 Added 9.89%	8,490 $355,000
Q1 2023 May 01, 2023	BUY	$40.7 - $42.14 $45,665 - $47,281	1,122 Added 16.99%	7,726 $320,000
Q4 2022 Jan 23, 2023	BUY	$40.74 - $41.61 $269,046 - $274,792	6,604 New	6,604 $0
Q2 2022 Jul 25, 2022	SELL	$41.64 - $45.06 $45,637 - $49,385	-1,096 Reduced 13.29%	7,148 $298,000
Q1 2022 May 03, 2022	SELL	$43.97 - $45.84 $71,187 - $74,214	-1,619 Reduced 16.41%	8,244 $371,000
Q4 2021 Jan 28, 2022	SELL	$45.27 - $45.96 $34,541 - $35,067	-763 Reduced 7.18%	9,863 $450,000
Q3 2021 Nov 01, 2021	SELL	$45.62 - $46.2 $1.07 Million - $1.09 Million	-23,485 Reduced 68.85%	10,626 $489,000
Q2 2021 Aug 05, 2021	BUY	$45.68 - $46.29 $84,005 - $85,127	1,839 Added 5.7%	34,111 $1.58 Million
Q1 2021 May 04, 2021	BUY	$45.57 - $46.16 $1.47 Million - $1.49 Million	32,272 New	32,272 $1.48 Million

Others Institutions Holding SRLN

# of Institutions

545

Shares Held

119M

Call Options Held

23.3K

Put Options Held

26.6K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
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Measured Wealth Private Client Group, LLC Ssga Active Trust Transaction History