Mission Wealth Management, LP Spdr Portfolio S&P 1500 Compos Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,029 shares of SPTM stock, worth $475,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,029
Previous 7,026 0.04%
Holding current value
$475,090
Previous $492,000 2.03%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$69.3 - $74.3 $207 - $222
3 Added 0.04%
7,029 $502,000
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $253 - $280
4 Added 0.06%
7,026 $492,000
Q2 2024

Aug 02, 2024
BUY
$60.69 - $66.83 $182 - $200
3 Added 0.04%
7,022 $465,000
Q1 2024

Apr 30, 2024
BUY
$57.38 - $64.15 $402,750 - $450,268
7,019 New
7,019 $450,000

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email